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 | $544,958 | $67,331+709.4% | $60,874+795.2% | $134,475+305.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.82% | 49.93%-66.8pp | 16.90%-33.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,762 | $3,096+118.4% | $2,701+150.3% | $4,740+42.7% |
| Participant deferral / active EE | $15,282 | $4,538+236.7% | $3,817+300.4% | $6,400+138.8% |
| Admin fee / account holder | $6,662 | $4,582+45.4% | $3,224+106.6% | $11,426-41.7% |