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 | $257,151 | $99,640+158.1% | $86,436+197.5% | $134,475+91.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.46% | 6782.58%-6796.0pp | 4394.89%-4408.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,247 | $4,400-48.9% | $3,769-40.4% | $4,740-52.6% |
| Participant deferral / active EE | $7,661 | $7,246+5.7% | $6,952+10.2% | $6,400+19.7% |
| Admin fee / account holder | $34,878 | $8,371+316.6% | $6,731+418.2% | $11,426+205.3% |