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 | $608,595 | $67,331+803.9% | $60,874+899.8% | $134,475+352.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.17% | 49.93%-64.1pp | 16.90%-31.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $25,960 | $3,096+738.4% | $2,701+861.0% | $4,740+447.7% |
| Participant deferral / active EE | $7,333 | $4,538+61.6% | $3,817+92.1% | $6,400+14.6% |
| Admin fee / account holder | $7,651 | $4,582+67.0% | $3,224+137.3% | $11,426-33.0% |