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 9-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 | $1,337,654 | $133,958+898.6% | $112,228+1091.9% | $134,475+894.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.32% | 47.11%-59.4pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $19,957 | $4,038+394.2% | $3,635+449.1% | $4,740+321.1% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.1% | $6,400+321.9% |
| Admin fee / account holder | $10,766 | $7,489+43.8% | $6,410+67.9% | $11,426-5.8% |