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 | $277,025 | $95,971+188.7% | $74,550+271.6% | $135,375+104.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.42% | 56.96%-64.4pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,736 | $2,716+37.5% | $1,961+90.5% | $4,779-21.8% |
| Participant deferral / active EE | $10,311 | $3,843+168.3% | $3,108+231.8% | $5,609+83.8% |
| Admin fee / account holder | $3,816 | $6,522-41.5% | $5,060-24.6% | $10,827-64.8% |