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 | $313,781 | $190,805+64.5% | $159,960+96.2% | $134,475+133.3% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -0.04% | 552.23%-552.3pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,207 | $4,995-75.8% | $4,226-71.4% | $4,740-74.5% |
| Participant deferral / active EE | $5,326 | $6,923-23.1% | $6,182-13.9% | $6,400-16.8% |
| Admin fee / account holder | $3,397 | $10,471-67.6% | $8,698-60.9% | $11,426-70.3% |