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 | $454,698 | $147,727+207.8% | $115,756+292.8% | $134,475+238.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 73.96%-89.9pp | 143.14%-159.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,063 | $4,713+7.4% | $3,793+33.5% | $4,740+6.8% |
| Participant deferral / active EE | $12,875 | $7,563+70.2% | $6,254+105.9% | $6,400+101.2% |
| Admin fee / account holder | $1,761 | $14,571-87.9% | $8,124-78.3% | $11,426-84.6% |