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 | $267,396 | $127,386+109.9% | $115,037+132.4% | $125,391+113.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.73% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $28,282 | $5,166+447.4% | $4,608+513.8% | $4,866+481.2% |
| Participant deferral / active EE | $8,743 | $6,423+36.1% | $6,026+45.1% | $5,352+63.4% |
| Admin fee / account holder | $581 | $9,516-93.9% | $8,175-92.9% | $9,540-93.9% |