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 | $309,513 | $95,193+225.1% | $76,523+304.5% | $135,375+128.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.68% | 4.85%-6.5pp | -0.27%-1.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $3,979 | $3,302+20.5% | $2,647+50.3% | $4,779-16.7% |
| Participant deferral / active EE | $14,967 | $4,639+222.6% | $3,835+290.2% | $5,609+166.8% |
| Admin fee / account holder | $22,113 | $6,249+253.9% | $4,848+356.1% | $10,827+104.2% |