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 | $365,101 | $105,860+244.9% | $90,749+302.3% | $134,475+171.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.89% | -11.01%-5.9pp | -12.16%-4.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $18,889 | $3,462+445.6% | $2,921+546.7% | $4,740+298.5% |
| Participant deferral / active EE | $13,542 | $5,216+159.6% | $4,564+196.7% | $6,400+111.6% |
| Admin fee / account holder | $7,483 | $13,938-46.3% | $8,445-11.4% | $11,426-34.5% |