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 | $420,023 | $106,543+294.2% | $91,220+360.4% | $134,475+212.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.05% | 160.60%-174.6pp | 114.01%-128.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,248 | $3,331-32.5% | $2,850-21.1% | $4,740-52.6% |
| Participant deferral / active EE | $27,000 | $4,719+472.2% | $4,234+537.8% | $6,400+321.9% |
| Admin fee / account holder | $4,107 | $6,231-34.1% | $5,420-24.2% | $11,426-64.1% |