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 | $435,350 | $88,594+391.4% | $70,092+521.1% | $134,475+223.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.53% | 442.67%-460.2pp | 190.73%-208.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $36,447 | $3,233+1027.4% | $2,559+1324.4% | $4,740+669.0% |
| Participant deferral / active EE | $12,802 | $4,772+168.3% | $3,849+232.6% | $6,400+100.0% |
| Admin fee / account holder | $2,262 | $10,441-78.3% | $6,267-63.9% | $11,426-80.2% |