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 | $309,771 | $180,449+71.7% | $154,107+101.0% | $135,375+128.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $7,260 | $6,035+20.3% | $5,298+37.1% | $4,779+51.9% |
| Participant deferral / active EE | $8,824 | $5,806+52.0% | $5,081+73.7% | $5,609+57.3% |
| Admin fee / account holder | $65,351 | $16,143+304.8% | $13,411+387.3% | $10,827+503.6% |