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 | $420,117 | $142,344+195.1% | $119,609+251.2% | $134,475+212.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.19% | -12.44%+0.2pp | -14.97%+2.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $20,396 | $5,222+290.6% | $4,232+382.0% | $4,740+330.3% |
| Participant deferral / active EE | $16,444 | $6,469+154.2% | $5,602+193.5% | $6,400+156.9% |
| Admin fee / account holder | $2,357 | $13,584-82.6% | $10,323-77.2% | $11,426-79.4% |