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 | $384,241 | $92,703+314.5% | $82,719+364.5% | $134,475+185.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -6.09% | 944.92%-951.0pp | 701.18%-707.3pp | 417.96%-424.1pp |
| Employer contribution / active EE | $10,000 | $3,274+205.5% | $3,009+232.3% | $4,740+111.0% |
| Participant deferral / active EE | $8,957 | $4,802+86.5% | $4,395+103.8% | $6,400+40.0% |
| Admin fee / account holder | $2,114 | $5,983-64.7% | $5,329-60.3% | $11,426-81.5% |