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 | $337,703 | $167,307+101.8% | $143,757+134.9% | $134,475+151.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.49% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $8,769 | $5,619+56.1% | $4,951+77.1% | $4,740+85.0% |
| Participant deferral / active EE | $8,835 | $6,446+37.1% | $5,637+56.7% | $6,400+38.1% |
| Admin fee / account holder | $21,354 | $18,088+18.1% | $14,673+45.5% | $11,426+86.9% |