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 | $321,553 | $138,044+132.9% | $125,339+156.5% | $134,475+139.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.01% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,310 | $5,243-36.9% | $4,814-31.2% | $4,740-30.2% |
| Participant deferral / active EE | $8,334 | $7,799+6.9% | $7,446+11.9% | $6,400+30.2% |
| Admin fee / account holder | $14,786 | $11,571+27.8% | $10,010+47.7% | $11,426+29.4% |