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 | $253,655 | $100,754+151.8% | $86,677+192.6% | $134,475+88.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 29.04%-41.4pp | 35.91%-48.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $7,643 | $3,489+119.0% | $2,836+169.5% | $4,740+61.3% |
| Participant deferral / active EE | $3,776 | $5,338-29.3% | $4,656-18.9% | $6,400-41.0% |
| Admin fee / account holder | $39,867 | $10,926+264.9% | $7,493+432.0% | $11,426+248.9% |