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 | $347,188 | $142,344+143.9% | $119,609+190.3% | $134,475+158.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.85% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $9,880 | $5,222+89.2% | $4,232+133.5% | $4,740+108.5% |
| Participant deferral / active EE | $12,357 | $6,469+91.0% | $5,602+120.6% | $6,400+93.1% |
| Admin fee / account holder | $9,314 | $13,584-31.4% | $10,323-9.8% | $11,426-18.5% |