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 | $370,013 | $138,044+168.0% | $125,339+195.2% | $134,475+175.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.11% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,802 | $5,243-8.4% | $4,814-0.2% | $4,740+1.3% |
| Participant deferral / active EE | $13,317 | $7,799+70.8% | $7,446+78.8% | $6,400+108.1% |
| Admin fee / account holder | $1,848 | $11,571-84.0% | $10,010-81.5% | $11,426-83.8% |