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 | $307,367 | $190,805+61.1% | $159,960+92.2% | $134,475+128.6% |
| Participation rate | 94.7% | 81.9%+12.8pp | 78.0%+16.8pp | 81.2%+13.5pp |
| Annual return | -16.09% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,955 | $4,995+19.2% | $4,226+40.9% | $4,740+25.6% |
| Participant deferral / active EE | $16,624 | $6,923+140.1% | $6,182+168.9% | $6,400+159.8% |
| Admin fee / account holder | $11,857 | $10,471+13.2% | $8,698+36.3% | $11,426+3.8% |