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 | $357,061 | $100,754+254.4% | $86,677+311.9% | $134,475+165.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.82% | 29.04%-43.9pp | 35.91%-50.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,579 | $3,489-26.1% | $2,836-9.1% | $4,740-45.6% |
| Participant deferral / active EE | $5,749 | $5,338+7.7% | $4,656+23.5% | $6,400-10.2% |
| Admin fee / account holder | $131,212 | $10,926+1100.9% | $7,493+1651.1% | $11,426+1048.4% |