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 | $267,815 | $129,942+106.1% | $104,294+156.8% | $134,475+99.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 42.03%-57.0pp | 24.61%-39.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,955 | $4,184-53.3% | $3,372-42.0% | $4,740-58.7% |
| Participant deferral / active EE | $9,786 | $5,588+75.1% | $4,625+111.6% | $6,400+52.9% |
| Admin fee / account holder | $1,905 | $9,323-79.6% | $7,339-74.0% | $11,426-83.3% |