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 | $379,904 | $138,044+175.2% | $125,339+203.1% | $134,475+182.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.92% | 750.33%-764.2pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,781 | $5,243-8.8% | $4,814-0.7% | $4,740+0.9% |
| Participant deferral / active EE | $15,345 | $7,799+96.8% | $7,446+106.1% | $6,400+139.8% |
| Admin fee / account holder | $167,954 | $11,571+1351.5% | $10,010+1577.9% | $11,426+1369.9% |