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 | $315,776 | $92,703+240.6% | $82,719+281.7% | $134,475+134.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.86% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,213 | $3,274-62.9% | $3,009-59.7% | $4,740-74.4% |
| Participant deferral / active EE | $2,770 | $4,802-42.3% | $4,395-37.0% | $6,400-56.7% |
| Admin fee / account holder | $2,046 | $5,983-65.8% | $5,329-61.6% | $11,426-82.1% |