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 | $346,115 | $180,449+91.8% | $154,107+124.6% | $135,375+155.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $12,575 | $6,035+108.4% | $5,298+137.4% | $4,779+163.1% |
| Participant deferral / active EE | $10,333 | $5,806+78.0% | $5,081+103.4% | $5,609+84.2% |
| Admin fee / account holder | $7,674 | $16,143-52.5% | $13,411-42.8% | $10,827-29.1% |