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 | $473,226 | $67,331+602.8% | $60,874+677.4% | $134,475+251.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.12% | 49.93%-60.0pp | 16.90%-27.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $9,889 | $3,096+219.4% | $2,701+266.0% | $4,740+108.6% |
| Participant deferral / active EE | $18,710 | $4,538+312.3% | $3,817+390.2% | $6,400+192.4% |
| Admin fee / account holder | $14,068 | $4,582+207.0% | $3,224+336.3% | $11,426+23.1% |