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 7-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 | $518,574 | $167,307+210.0% | $143,757+260.7% | $134,475+285.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.11% | 0.46%-3.6pp | -0.04%-3.1pp | 417.96%-421.1pp |
| Employer contribution / active EE | $6,819 | $5,619+21.4% | $4,951+37.7% | $4,740+43.9% |
| Participant deferral / active EE | $5,841 | $6,446-9.4% | $5,637+3.6% | $6,400-8.7% |
| Admin fee / account holder | $219,976 | $18,088+1116.1% | $14,673+1399.2% | $11,426+1825.2% |