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 | $467,134 | $142,344+228.2% | $119,609+290.6% | $134,475+247.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.12% | -12.44%-1.7pp | -14.97%+0.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $19,721 | $5,222+277.7% | $4,232+366.0% | $4,740+316.1% |
| Participant deferral / active EE | $14,273 | $6,469+120.6% | $5,602+154.8% | $6,400+123.0% |
| Admin fee / account holder | $4,014 | $13,584-70.5% | $10,323-61.1% | $11,426-64.9% |