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 9-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 | $555,888 | $167,307+232.3% | $143,757+286.7% | $134,475+313.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.80% | 0.46%-4.3pp | -0.04%-3.8pp | 417.96%-421.8pp |
| Employer contribution / active EE | $8,414 | $5,619+49.7% | $4,951+69.9% | $4,740+77.5% |
| Participant deferral / active EE | $21,586 | $6,446+234.9% | $5,637+282.9% | $6,400+237.3% |
| Admin fee / account holder | $11,410 | $18,088-36.9% | $14,673-22.2% | $11,426-0.1% |