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 | $791,435 | $85,790+822.5% | $67,313+1075.8% | $135,375+484.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.31% | -0.54%-4.8pp | -4.08%-1.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $16,667 | $3,487+377.9% | $2,566+549.6% | $4,779+248.8% |
| Participant deferral / active EE | $10,633 | $4,651+128.6% | $3,568+198.0% | $5,609+89.6% |
| Admin fee / account holder | $6,443 | $6,392+0.8% | $4,507+43.0% | $10,827-40.5% |