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 | $274,374 | $106,543+157.5% | $91,220+200.8% | $134,475+104.0% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -12.98% | 160.60%-173.6pp | 114.01%-127.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,078 | $3,331-67.6% | $2,850-62.2% | $4,740-77.3% |
| Participant deferral / active EE | $9,851 | $4,719+108.8% | $4,234+132.7% | $6,400+53.9% |
| Admin fee / account holder | $6,270 | $6,231+0.6% | $5,420+15.7% | $11,426-45.1% |