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 | $638,103 | $142,344+348.3% | $119,609+433.5% | $134,475+374.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.23% | -12.44%+12.7pp | -14.97%+15.2pp | 417.96%-417.7pp |
| Employer contribution / active EE | $16,667 | $5,222+219.2% | $4,232+293.8% | $4,740+251.6% |
| Participant deferral / active EE | $27,000 | $6,469+317.4% | $5,602+382.0% | $6,400+321.9% |
| Admin fee / account holder | $24,851 | $13,584+82.9% | $10,323+140.7% | $11,426+117.5% |