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 | $409,947 | $107,791+280.3% | $90,645+352.3% | $135,375+202.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.99% | -0.90%-5.1pp | 1.88%-7.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $28,876 | $3,018+856.8% | $2,532+1040.6% | $4,779+504.3% |
| Participant deferral / active EE | $4,168 | $3,872+7.6% | $3,425+21.7% | $5,609-25.7% |
| Admin fee / account holder | $4,296 | $5,930-27.5% | $4,994-14.0% | $10,827-60.3% |