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 | $524,970 | $190,805+175.1% | $159,960+228.2% | $134,475+290.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.31% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $5,041 | $4,995+0.9% | $4,226+19.3% | $4,740+6.4% |
| Participant deferral / active EE | $12,917 | $6,923+86.6% | $6,182+108.9% | $6,400+101.8% |
| Admin fee / account holder | $890 | $10,471-91.5% | $8,698-89.8% | $11,426-92.2% |