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 | $432,877 | $297,529+45.5% | $246,525+75.6% | $357,791+21.0% |
| Participation rate | 75.0% | 86.5%-11.5pp | 82.0%-7.0pp | 85.6%-10.6pp |
| Annual return | 15.26% | -2.25%+17.5pp | 0.46%+14.8pp | 396.79%-381.5pp |
| Employer contribution / active EE | $5,346 | $8,709-38.6% | $7,467-28.4% | $7,508-28.8% |
| Participant deferral / active EE | $15,926 | $6,076+162.1% | $5,422+193.7% | $5,521+188.5% |
| Admin fee / account holder | $6,249 | $16,212-61.5% | $16,551-62.2% | $28,387-78.0% |