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 | $256,795 | $150,440+70.7% | $136,294+88.4% | $147,584+74.0% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 14.73% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,052 | $5,256-61.0% | $4,695-56.3% | $4,876-57.9% |
| Participant deferral / active EE | $7,691 | $6,630+16.0% | $6,247+23.1% | $5,439+41.4% |
| Admin fee / account holder | $15,041 | $10,905+37.9% | $9,243+62.7% | $10,885+38.2% |