See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,447 | $99,640+206.6% | $86,436+253.4% | $134,475+127.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 6782.58%-6798.3pp | 4394.89%-4410.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,533 | $4,400+25.7% | $3,769+46.8% | $4,740+16.7% |
| Participant deferral / active EE | $14,823 | $7,246+104.6% | $6,952+113.2% | $6,400+131.6% |
| Admin fee / account holder | $2,079 | $8,371-75.2% | $6,731-69.1% | $11,426-81.8% |