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 | $377,790 | $105,860+256.9% | $90,749+316.3% | $134,475+180.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -4.42% | -11.01%+6.6pp | -12.16%+7.7pp | 417.96%-422.4pp |
| Employer contribution / active EE | $4,343 | $3,462+25.4% | $2,921+48.7% | $4,740-8.4% |
| Participant deferral / active EE | $8,663 | $5,216+66.1% | $4,564+89.8% | $6,400+35.4% |
| Admin fee / account holder | $1,713 | $13,938-87.7% | $8,445-79.7% | $11,426-85.0% |