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 | $272,191 | $190,805+42.7% | $159,960+70.2% | $134,475+102.4% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -0.68% | 552.23%-552.9pp | 408.60%-409.3pp | 417.96%-418.6pp |
| Employer contribution / active EE | $21,317 | $4,995+326.8% | $4,226+404.5% | $4,740+349.8% |
| Participant deferral / active EE | $3,363 | $6,923-51.4% | $6,182-45.6% | $6,400-47.4% |
| Admin fee / account holder | $15,737 | $10,471+50.3% | $8,698+80.9% | $11,426+37.7% |