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 | $331,222 | $95,193+247.9% | $76,523+332.8% | $135,375+144.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.26% | 4.85%-8.1pp | -0.27%-3.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $9,093 | $3,302+175.3% | $2,647+243.5% | $4,779+90.3% |
| Participant deferral / active EE | $18,000 | $4,639+288.0% | $3,835+369.3% | $5,609+220.9% |
| Admin fee / account holder | $1,758 | $6,249-71.9% | $4,848-63.7% | $10,827-83.8% |