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 | $385,040 | $93,024+313.9% | $77,024+399.9% | $134,475+186.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.61% | 62.60%-73.2pp | 42.32%-52.9pp | 417.96%-428.6pp |
| Employer contribution / active EE | $5,421 | $3,418+58.6% | $2,812+92.8% | $4,740+14.4% |
| Participant deferral / active EE | $10,738 | $5,238+105.0% | $4,426+142.6% | $6,400+67.8% |
| Admin fee / account holder | $4,069 | $6,944-41.4% | $5,425-25.0% | $11,426-64.4% |