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 | $367,940 | $127,386+188.8% | $115,037+219.8% | $125,391+193.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.03% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $9,228 | $5,166+78.6% | $4,608+100.3% | $4,866+89.6% |
| Participant deferral / active EE | $10,052 | $6,423+56.5% | $6,026+66.8% | $5,352+87.8% |
| Admin fee / account holder | $2,533 | $9,516-73.4% | $8,175-69.0% | $9,540-73.4% |