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 | $356,290 | $82,286+333.0% | $68,791+417.9% | $134,475+164.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.77% | -2.19%-14.6pp | -6.38%-10.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $20,532 | $3,301+522.0% | $2,655+673.3% | $4,740+333.2% |
| Participant deferral / active EE | $5,425 | $4,739+14.5% | $3,941+37.6% | $6,400-15.2% |
| Admin fee / account holder | $1,400 | $6,481-78.4% | $4,932-71.6% | $11,426-87.7% |