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 | $321,179 | $142,344+125.6% | $119,609+168.5% | $134,475+138.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.94% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,772 | $5,222-46.9% | $4,232-34.5% | $4,740-41.5% |
| Participant deferral / active EE | $10,665 | $6,469+64.8% | $5,602+90.4% | $6,400+66.6% |
| Admin fee / account holder | $52,549 | $13,584+286.8% | $10,323+409.0% | $11,426+359.9% |