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 8-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 | $282,448 | $95,862+194.6% | $79,550+255.1% | $134,475+110.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.74% | -2.69%-9.1pp | 0.16%-11.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $22,691 | $3,128+625.4% | $2,413+840.3% | $4,740+378.7% |
| Participant deferral / active EE | $11,099 | $4,693+136.5% | $3,985+178.5% | $6,400+73.4% |
| Admin fee / account holder | $6,547 | $9,126-28.3% | $6,832-4.2% | $11,426-42.7% |