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 | $317,477 | $127,386+149.2% | $115,037+176.0% | $125,391+153.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.88% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,714 | $5,166-47.5% | $4,608-41.1% | $4,866-44.2% |
| Participant deferral / active EE | $7,988 | $6,423+24.4% | $6,026+32.6% | $5,352+49.3% |
| Admin fee / account holder | $27,190 | $9,516+185.7% | $8,175+232.6% | $9,540+185.0% |