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 | $661,160 | $133,958+393.6% | $112,228+489.1% | $134,475+391.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.08% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $23,607 | $4,038+484.6% | $3,635+549.5% | $4,740+398.1% |
| Participant deferral / active EE | $1,625 | $5,291-69.3% | $4,728-65.6% | $6,400-74.6% |
| Admin fee / account holder | $80,658 | $7,489+977.1% | $6,410+1158.3% | $11,426+605.9% |