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 | $300,633 | $152,509+97.1% | $117,472+155.9% | $134,475+123.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.69% | 52.99%-67.7pp | 29.74%-44.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,921 | $5,571+6.3% | $4,176+41.8% | $4,740+24.9% |
| Participant deferral / active EE | $11,596 | $4,818+140.7% | $4,070+184.9% | $6,400+81.2% |
| Admin fee / account holder | $3,006 | $7,004-57.1% | $5,645-46.7% | $11,426-73.7% |