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 | $303,706 | $190,805+59.2% | $159,960+89.9% | $134,475+125.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.52% | 552.23%-568.8pp | 408.60%-425.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,723 | $4,995-5.5% | $4,226+11.8% | $4,740-0.4% |
| Participant deferral / active EE | $5,436 | $6,923-21.5% | $6,182-12.1% | $6,400-15.1% |
| Admin fee / account holder | $1,956 | $10,471-81.3% | $8,698-77.5% | $11,426-82.9% |