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 | $251,511 | $180,449+39.4% | $154,107+63.2% | $135,375+85.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.04% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $10,150 | $6,035+68.2% | $5,298+91.6% | $4,779+112.4% |
| Participant deferral / active EE | $4,007 | $5,806-31.0% | $5,081-21.1% | $5,609-28.6% |
| Admin fee / account holder | $16,377 | $16,143+1.4% | $13,411+22.1% | $10,827+51.3% |