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 | $345,609 | $82,664+318.1% | $125,339+175.7% | $68,494+404.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -9.77% | -5.97%-3.8pp | 572.05%-581.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $14,338 | $3,381+324.1% | $4,814+197.9% | $2,596+452.3% |
| Participant deferral / active EE | $12,718 | $6,110+108.1% | $7,446+70.8% | $4,027+215.8% |
| Admin fee / account holder | $21,036 | $6,275+235.2% | $10,010+110.2% | $5,403+289.4% |