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 | $313,444 | $142,344+120.2% | $119,609+162.1% | $134,475+133.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.09% | -12.44%+0.3pp | -14.97%+2.9pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,688 | $5,222-29.4% | $4,232-12.9% | $4,740-22.2% |
| Participant deferral / active EE | $16,775 | $6,469+159.3% | $5,602+199.4% | $6,400+162.1% |
| Admin fee / account holder | $43,606 | $13,584+221.0% | $10,323+322.4% | $11,426+281.6% |