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 | $305,468 | $138,065+121.2% | $123,544+147.3% | $135,375+125.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.36% | 153.68%-161.0pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,945 | $5,151+34.8% | $4,628+50.1% | $4,779+45.3% |
| Participant deferral / active EE | $14,450 | $6,799+112.5% | $6,426+124.9% | $5,609+157.6% |
| Admin fee / account holder | $9,053 | $10,916-17.1% | $9,284-2.5% | $10,827-16.4% |