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 | $394,621 | $211,958+86.2% | $169,463+132.9% | $135,375+191.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.78% | 3.26%-9.0pp | 1.83%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,452 | $5,120+65.1% | $4,159+103.2% | $4,779+76.9% |
| Participant deferral / active EE | $12,072 | $6,075+98.7% | $5,277+128.8% | $5,609+115.2% |
| Admin fee / account holder | $7,036 | $11,471-38.7% | $9,109-22.8% | $10,827-35.0% |