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 | $260,801 | $113,935+128.9% | $94,224+176.8% | $125,391+108.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.72% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,602 | $4,727+60.8% | $3,587+112.0% | $4,866+56.2% |
| Participant deferral / active EE | $24,000 | $5,179+363.4% | $4,320+455.5% | $5,352+348.5% |
| Admin fee / account holder | $57,451 | $8,391+584.7% | $6,269+816.4% | $9,540+502.2% |