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 | $319,655 | $64,307+397.1% | $57,343+457.4% | $125,391+154.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.18% | 25.12%-26.3pp | 24.39%-25.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $31,000 | $3,193+870.9% | $2,689+1053.0% | $4,866+537.1% |
| Participant deferral / active EE | $22,000 | $3,848+471.7% | $3,162+595.7% | $5,352+311.1% |
| Admin fee / account holder | $8,037 | $5,242+53.3% | $3,356+139.5% | $9,540-15.8% |