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 | $354,458 | $92,703+282.4% | $82,719+328.5% | $134,475+163.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.37% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $38,583 | $3,274+1078.5% | $3,009+1182.3% | $4,740+714.1% |
| Participant deferral / active EE | $16,500 | $4,802+243.6% | $4,395+275.4% | $6,400+157.8% |
| Admin fee / account holder | $1,618 | $5,983-73.0% | $5,329-69.6% | $11,426-85.8% |