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 | $253,506 | $91,911+175.8% | $68,793+268.5% | $135,375+87.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.42% | -8.22%+2.8pp | -4.63%-0.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $10,978 | $3,924+179.8% | $2,625+318.2% | $4,779+129.7% |
| Participant deferral / active EE | $5,674 | $4,315+31.5% | $3,311+71.4% | $5,609+1.2% |
| Admin fee / account holder | $1,458 | $9,240-84.2% | $5,131-71.6% | $10,827-86.5% |