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 | $274,024 | $190,805+43.6% | $159,960+71.3% | $134,475+103.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.49% | 552.23%-567.7pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $730 | $4,995-85.4% | $4,226-82.7% | $4,740-84.6% |
| Participant deferral / active EE | $8,399 | $6,923+21.3% | $6,182+35.9% | $6,400+31.2% |
| Admin fee / account holder | $1,555 | $10,471-85.1% | $8,698-82.1% | $11,426-86.4% |