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 | $397,335 | $180,449+120.2% | $154,107+157.8% | $135,375+193.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.45% | 888.09%-895.5pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,122 | $6,035-64.8% | $5,298-59.9% | $4,779-55.6% |
| Participant deferral / active EE | $3,388 | $5,806-41.7% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $2,902 | $16,143-82.0% | $13,411-78.4% | $10,827-73.2% |