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 | $290,676 | $99,032+193.5% | $80,019+263.3% | $135,375+114.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.14% | 15.39%-21.5pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,408 | $3,043-20.9% | $2,468-2.4% | $4,779-49.6% |
| Participant deferral / active EE | $14,627 | $4,282+241.6% | $3,686+296.9% | $5,609+160.8% |
| Admin fee / account holder | $2,216 | $10,436-78.8% | $6,521-66.0% | $10,827-79.5% |