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 9-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 | $257,428 | $142,344+80.8% | $119,609+115.2% | $134,475+91.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.49% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,905 | $5,222-6.1% | $4,232+15.9% | $4,740+3.5% |
| Participant deferral / active EE | $13,061 | $6,469+101.9% | $5,602+133.2% | $6,400+104.1% |
| Admin fee / account holder | $62,926 | $13,584+363.2% | $10,323+509.5% | $11,426+450.7% |