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 | $590,380 | $93,024+534.7% | $77,024+666.5% | $134,475+339.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.79% | 62.60%-74.4pp | 42.32%-54.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $5,625 | $3,418+64.6% | $2,812+100.0% | $4,740+18.7% |
| Participant deferral / active EE | $7,500 | $5,238+43.2% | $4,426+69.4% | $6,400+17.2% |
| Admin fee / account holder | $68,257 | $6,944+883.0% | $5,425+1158.1% | $11,426+497.4% |