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 | $367,978 | $127,386+188.9% | $115,037+219.9% | $125,391+193.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.41% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $15,147 | $5,166+193.2% | $4,608+228.7% | $4,866+211.3% |
| Participant deferral / active EE | $13,833 | $6,423+115.4% | $6,026+129.5% | $5,352+158.5% |
| Admin fee / account holder | $12,927 | $9,516+35.8% | $8,175+58.1% | $9,540+35.5% |