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 | $409,388 | $82,664+395.2% | $125,339+226.6% | $68,494+497.7% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -14.11% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $10,243 | $3,381+202.9% | $4,814+112.8% | $2,596+294.5% |
| Participant deferral / active EE | $9,748 | $6,110+59.5% | $7,446+30.9% | $4,027+142.1% |
| Admin fee / account holder | $6,240 | $6,275-0.6% | $10,010-37.7% | $5,403+15.5% |