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 | $394,300 | $127,386+209.5% | $115,037+242.8% | $125,391+214.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $26,222 | $5,166+407.6% | $4,608+469.1% | $4,866+438.9% |
| Participant deferral / active EE | $14,233 | $6,423+121.6% | $6,026+136.2% | $5,352+166.0% |
| Admin fee / account holder | $1,117 | $9,516-88.3% | $8,175-86.3% | $9,540-88.3% |