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 | $261,900 | $95,971+172.9% | $74,550+251.3% | $135,375+93.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.11% | 56.96%-61.1pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,977 | $2,716-27.2% | $1,961+0.8% | $4,779-58.6% |
| Participant deferral / active EE | $7,898 | $3,843+105.5% | $3,108+154.1% | $5,609+40.8% |
| Admin fee / account holder | $3,932 | $6,522-39.7% | $5,060-22.3% | $10,827-63.7% |