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 7-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 | $535,242 | $138,044+287.7% | $125,339+327.0% | $134,475+298.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -5.39% | 750.33%-755.7pp | 572.05%-577.4pp | 417.96%-423.3pp |
| Employer contribution / active EE | $3,152 | $5,243-39.9% | $4,814-34.5% | $4,740-33.5% |
| Participant deferral / active EE | $6,592 | $7,799-15.5% | $7,446-11.5% | $6,400+3.0% |
| Admin fee / account holder | $3,090 | $11,571-73.3% | $10,010-69.1% | $11,426-73.0% |