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 | $283,785 | $138,044+105.6% | $125,339+126.4% | $134,475+111.0% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -10.34% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,742 | $5,243-66.8% | $4,814-63.8% | $4,740-63.2% |
| Participant deferral / active EE | $10,234 | $7,799+31.2% | $7,446+37.4% | $6,400+59.9% |
| Admin fee / account holder | $12,707 | $11,571+9.8% | $10,010+26.9% | $11,426+11.2% |