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 | $284,572 | $142,344+99.9% | $119,609+137.9% | $134,475+111.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.88% | -12.44%+5.6pp | -14.97%+8.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $20,588 | $5,222+294.3% | $4,232+386.5% | $4,740+334.4% |
| Participant deferral / active EE | $2,785 | $6,469-56.9% | $5,602-50.3% | $6,400-56.5% |
| Admin fee / account holder | $42,472 | $13,584+212.7% | $10,323+311.4% | $11,426+271.7% |