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 | $255,340 | $180,449+41.5% | $154,107+65.7% | $135,375+88.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.01% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,619 | $6,035-56.6% | $5,298-50.6% | $4,779-45.2% |
| Participant deferral / active EE | $7,177 | $5,806+23.6% | $5,081+41.3% | $5,609+28.0% |
| Admin fee / account holder | $732 | $16,143-95.5% | $13,411-94.5% | $10,827-93.2% |