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 | $293,216 | $167,484+75.1% | $151,611+93.4% | $134,475+118.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.56% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $11,898 | $6,829+74.2% | $6,166+93.0% | $4,740+151.0% |
| Participant deferral / active EE | $7,710 | $8,986-14.2% | $8,363-7.8% | $6,400+20.5% |
| Admin fee / account holder | $3,322 | $13,783-75.9% | $11,616-71.4% | $11,426-70.9% |