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 9-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 | $254,099 | $99,640+155.0% | $86,436+194.0% | $134,475+89.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.36% | 6782.58%-6801.9pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,202 | $4,400+18.2% | $3,769+38.0% | $4,740+9.8% |
| Participant deferral / active EE | $13,458 | $7,246+85.7% | $6,952+93.6% | $6,400+110.3% |
| Admin fee / account holder | $3,622 | $8,371-56.7% | $6,731-46.2% | $11,426-68.3% |