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 | $369,537 | $105,860+249.1% | $90,749+307.2% | $134,475+174.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.77% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $16,667 | $3,462+381.4% | $2,921+470.6% | $4,740+251.6% |
| Participant deferral / active EE | $6,217 | $5,216+19.2% | $4,564+36.2% | $6,400-2.9% |
| Admin fee / account holder | $1,461 | $13,938-89.5% | $8,445-82.7% | $11,426-87.2% |