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 | $278,309 | $190,805+45.9% | $159,960+74.0% | $134,475+107.0% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -20.16% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,815 | $4,995-23.6% | $4,226-9.7% | $4,740-19.5% |
| Participant deferral / active EE | $10,960 | $6,923+58.3% | $6,182+77.3% | $6,400+71.3% |
| Admin fee / account holder | $29,468 | $10,471+181.4% | $8,698+238.8% | $11,426+157.9% |