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 | $562,832 | $138,065+307.7% | $123,544+355.6% | $135,375+315.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.07% | 153.68%-157.7pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,462 | $5,151+6.0% | $4,628+18.0% | $4,779+14.3% |
| Participant deferral / active EE | $5,391 | $6,799-20.7% | $6,426-16.1% | $5,609-3.9% |
| Admin fee / account holder | $14,049 | $10,916+28.7% | $9,284+51.3% | $10,827+29.8% |