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 | $357,569 | $190,805+87.4% | $159,960+123.5% | $134,475+165.9% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -5.37% | 552.23%-557.6pp | 408.60%-414.0pp | 417.96%-423.3pp |
| Employer contribution / active EE | $4,742 | $4,995-5.1% | $4,226+12.2% | $4,740+0.1% |
| Participant deferral / active EE | $7,863 | $6,923+13.6% | $6,182+27.2% | $6,400+22.9% |
| Admin fee / account holder | $171,013 | $10,471+1533.2% | $8,698+1866.2% | $11,426+1396.7% |