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 | $537,790 | $93,024+478.1% | $77,024+598.2% | $134,475+299.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.57% | 62.60%-71.2pp | 42.32%-50.9pp | 417.96%-426.5pp |
| Employer contribution / active EE | $29,740 | $3,418+770.1% | $2,812+957.5% | $4,740+527.5% |
| Participant deferral / active EE | $14,800 | $5,238+182.6% | $4,426+234.4% | $6,400+131.3% |
| Admin fee / account holder | $21,080 | $6,944+203.6% | $5,425+288.5% | $11,426+84.5% |