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 | $276,576 | $190,805+45.0% | $159,960+72.9% | $134,475+105.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.81% | 552.23%-563.0pp | 408.60%-419.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,974 | $4,995-40.5% | $4,226-29.6% | $4,740-37.2% |
| Participant deferral / active EE | $3,201 | $6,923-53.8% | $6,182-48.2% | $6,400-50.0% |
| Admin fee / account holder | $3,322 | $10,471-68.3% | $8,698-61.8% | $11,426-70.9% |