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 | $319,519 | $167,307+91.0% | $143,757+122.3% | $134,475+137.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.16% | 0.46%-3.6pp | -0.04%-3.1pp | 417.96%-421.1pp |
| Employer contribution / active EE | $3,787 | $5,619-32.6% | $4,951-23.5% | $4,740-20.1% |
| Participant deferral / active EE | $13,117 | $6,446+103.5% | $5,637+132.7% | $6,400+105.0% |
| Admin fee / account holder | $12,688 | $18,088-29.9% | $14,673-13.5% | $11,426+11.0% |