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 | $335,593 | $82,286+307.8% | $68,791+387.8% | $134,475+149.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.36% | -2.19%-13.2pp | -6.38%-9.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,208 | $3,301-33.1% | $2,655-16.8% | $4,740-53.4% |
| Participant deferral / active EE | $22,000 | $4,739+364.3% | $3,941+458.2% | $6,400+243.8% |
| Admin fee / account holder | $752 | $6,481-88.4% | $4,932-84.8% | $11,426-93.4% |