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 | $354,946 | $167,484+111.9% | $151,611+134.1% | $134,475+163.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.13% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $18,282 | $6,829+167.7% | $6,166+196.5% | $4,740+285.7% |
| Participant deferral / active EE | $17,654 | $8,986+96.5% | $8,363+111.1% | $6,400+175.9% |
| Admin fee / account holder | $8,573 | $13,783-37.8% | $11,616-26.2% | $11,426-25.0% |