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 | $342,363 | $100,754+239.8% | $86,677+295.0% | $134,475+154.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.77% | 29.04%-40.8pp | 35.91%-47.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,453 | $3,489-29.7% | $2,836-13.5% | $4,740-48.3% |
| Participant deferral / active EE | $15,083 | $5,338+182.6% | $4,656+224.0% | $6,400+135.7% |
| Admin fee / account holder | $25,516 | $10,926+133.5% | $7,493+240.5% | $11,426+123.3% |