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 8-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 | $283,514 | $95,862+195.8% | $79,550+256.4% | $134,475+110.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.72% | -2.69%-9.0pp | 0.16%-11.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $597 | $3,128-80.9% | $2,413-75.3% | $4,740-87.4% |
| Participant deferral / active EE | $7,009 | $4,693+49.4% | $3,985+75.9% | $6,400+9.5% |
| Admin fee / account holder | $5,997 | $9,126-34.3% | $6,832-12.2% | $11,426-47.5% |