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 | $1,150,835 | $152,509+654.6% | $117,472+879.7% | $134,475+755.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.11% | 52.99%-66.1pp | 29.74%-42.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $41,592 | $5,571+646.6% | $4,176+896.0% | $4,740+777.5% |
| Participant deferral / active EE | $27,000 | $4,818+460.4% | $4,070+563.4% | $6,400+321.9% |
| Admin fee / account holder | $11,546 | $7,004+64.9% | $5,645+104.6% | $11,426+1.1% |