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 | $353,390 | $105,860+233.8% | $90,749+289.4% | $134,475+162.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.02% | -11.01%-1.0pp | -12.16%+0.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,821 | $3,462-47.4% | $2,921-37.7% | $4,740-61.6% |
| Participant deferral / active EE | $1,821 | $5,216-65.1% | $4,564-60.1% | $6,400-71.5% |
| Admin fee / account holder | $15,691 | $13,938+12.6% | $8,445+85.8% | $11,426+37.3% |