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 | $453,208 | $133,958+238.3% | $112,228+303.8% | $134,475+237.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.23% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,356 | $4,038+7.9% | $3,635+19.9% | $4,740-8.1% |
| Participant deferral / active EE | $9,779 | $5,291+84.8% | $4,728+106.8% | $6,400+52.8% |
| Admin fee / account holder | $4,444 | $7,489-40.7% | $6,410-30.7% | $11,426-61.1% |