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 | $286,544 | $113,935+151.5% | $94,224+204.1% | $125,391+128.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.83% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $18,832 | $4,727+298.4% | $3,587+425.1% | $4,866+287.0% |
| Participant deferral / active EE | $13,926 | $5,179+168.9% | $4,320+222.3% | $5,352+160.2% |
| Admin fee / account holder | $11,719 | $8,391+39.7% | $6,269+86.9% | $9,540+22.8% |