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 9-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 | $334,912 | $180,449+85.6% | $154,107+117.3% | $135,375+147.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.21% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $7,016 | $6,035+16.3% | $5,298+32.4% | $4,779+46.8% |
| Participant deferral / active EE | $6,439 | $5,806+10.9% | $5,081+26.7% | $5,609+14.8% |
| Admin fee / account holder | $3,554 | $16,143-78.0% | $13,411-73.5% | $10,827-67.2% |