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 | $259,189 | $92,222+181.0% | $76,768+237.6% | $135,375+91.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.26% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $5,038 | $3,216+56.7% | $2,485+102.7% | $4,779+5.4% |
| Participant deferral / active EE | $14,559 | $4,509+222.9% | $3,852+278.0% | $5,609+159.6% |
| Admin fee / account holder | $3,115 | $10,748-71.0% | $6,675-53.3% | $10,827-71.2% |