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 | $760,571 | $97,757+678.0% | $83,848+807.1% | $135,375+461.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.35% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $27,735 | $4,222+557.0% | $3,631+663.9% | $4,779+480.4% |
| Participant deferral / active EE | $3,600 | $4,682-23.1% | $4,082-11.8% | $5,609-35.8% |
| Admin fee / account holder | $35,108 | $6,674+426.1% | $5,478+540.9% | $10,827+224.3% |