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 | $589,216 | $87,705+571.8% | $63,517+827.7% | $125,391+369.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.21% | 21.70%-23.9pp | -70.30%+68.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $9,453 | $3,601+162.5% | $2,322+307.1% | $4,866+94.3% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $44,688 | $11,948+274.0% | $5,892+658.4% | $9,540+368.4% |