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 | $277,419 | $138,044+101.0% | $125,339+121.3% | $134,475+106.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,189 | $5,243-58.3% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $8,081 | $7,799+3.6% | $7,446+8.5% | $6,400+26.3% |
| Admin fee / account holder | $13,016 | $11,571+12.5% | $10,010+30.0% | $11,426+13.9% |