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 | $358,153 | $127,386+181.2% | $115,037+211.3% | $125,391+185.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.72% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $6,027 | $5,166+16.7% | $4,608+30.8% | $4,866+23.9% |
| Participant deferral / active EE | $9,358 | $6,423+45.7% | $6,026+55.3% | $5,352+74.9% |
| Admin fee / account holder | $1,640 | $9,516-82.8% | $8,175-79.9% | $9,540-82.8% |