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 | $300,947 | $92,222+226.3% | $76,768+292.0% | $135,375+122.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -3.66% | 5.46%-9.1pp | 2.43%-6.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $5,269 | $3,216+63.9% | $2,485+112.0% | $4,779+10.3% |
| Participant deferral / active EE | $3,787 | $4,509-16.0% | $3,852-1.7% | $5,609-32.5% |
| Admin fee / account holder | $66,678 | $10,748+520.4% | $6,675+898.9% | $10,827+515.8% |