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 | $410,585 | $82,286+399.0% | $68,791+496.9% | $134,475+205.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.49% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $31,883 | $3,301+866.0% | $2,655+1100.8% | $4,740+572.7% |
| Participant deferral / active EE | $22,378 | $4,739+372.2% | $3,941+467.8% | $6,400+249.7% |
| Admin fee / account holder | $81,352 | $6,481+1155.3% | $4,932+1549.5% | $11,426+612.0% |