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 | $809,294 | $95,862+744.2% | $79,550+917.3% | $134,475+501.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.08% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $33,426 | $3,128+968.6% | $2,413+1285.2% | $4,740+605.2% |
| Participant deferral / active EE | $24,833 | $4,693+429.2% | $3,985+523.1% | $6,400+288.0% |
| Admin fee / account holder | $2,826 | $9,126-69.0% | $6,832-58.6% | $11,426-75.3% |