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 | $298,236 | $133,958+122.6% | $112,228+165.7% | $134,475+121.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.10% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,244 | $4,038+29.9% | $3,635+44.3% | $4,740+10.6% |
| Participant deferral / active EE | $11,968 | $5,291+126.2% | $4,728+153.1% | $6,400+87.0% |
| Admin fee / account holder | $2,305 | $7,489-69.2% | $6,410-64.0% | $11,426-79.8% |