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 | $372,684 | $92,222+304.1% | $76,768+385.5% | $135,375+175.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.80% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $13,338 | $3,216+314.8% | $2,485+436.7% | $4,779+179.1% |
| Participant deferral / active EE | $7,614 | $4,509+68.9% | $3,852+97.7% | $5,609+35.7% |
| Admin fee / account holder | $14,062 | $10,748+30.8% | $6,675+110.7% | $10,827+29.9% |