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 | $320,284 | $175,600+82.4% | $129,110+148.1% | $134,475+138.2% |
| Participation rate | 89.5% | 81.6%+7.9pp | 77.3%+12.2pp | 81.2%+8.3pp |
| Annual return | -15.84% | -11.39%-4.5pp | -10.94%-4.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $12,108 | $6,355+90.5% | $5,052+139.7% | $4,740+155.5% |
| Participant deferral / active EE | $7,586 | $7,975-4.9% | $6,542+16.0% | $6,400+18.5% |
| Admin fee / account holder | $1,093 | $23,567-95.4% | $14,302-92.4% | $11,426-90.4% |