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 | $378,920 | $180,449+110.0% | $154,107+145.9% | $135,375+179.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.41% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,915 | $6,035-51.7% | $5,298-45.0% | $4,779-39.0% |
| Participant deferral / active EE | $8,133 | $5,806+40.1% | $5,081+60.1% | $5,609+45.0% |
| Admin fee / account holder | $682 | $16,143-95.8% | $13,411-94.9% | $10,827-93.7% |