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 | $275,585 | $167,484+64.5% | $151,611+81.8% | $134,475+104.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.80% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $15,331 | $6,829+124.5% | $6,166+148.6% | $4,740+223.5% |
| Participant deferral / active EE | $12,637 | $8,986+40.6% | $8,363+51.1% | $6,400+97.5% |
| Admin fee / account holder | $3,589 | $13,783-74.0% | $11,616-69.1% | $11,426-68.6% |