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 | $256,400 | $167,484+53.1% | $151,611+69.1% | $134,475+90.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.48% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,204 | $6,829-67.7% | $6,166-64.3% | $4,740-53.5% |
| Participant deferral / active EE | $20,295 | $8,986+125.9% | $8,363+142.7% | $6,400+217.1% |
| Admin fee / account holder | $10,975 | $13,783-20.4% | $11,616-5.5% | $11,426-3.9% |