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 | $681,330 | $142,344+378.7% | $119,609+469.6% | $134,475+406.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | -12.44%-1.7pp | -14.97%+0.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $23,400 | $5,222+348.1% | $4,232+452.9% | $4,740+393.7% |
| Participant deferral / active EE | $19,170 | $6,469+196.3% | $5,602+242.2% | $6,400+199.5% |
| Admin fee / account holder | $712 | $13,584-94.8% | $10,323-93.1% | $11,426-93.8% |