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 | $377,434 | $211,958+78.1% | $169,463+122.7% | $135,375+178.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.82% | 3.26%-7.1pp | 1.83%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,200 | $5,120-37.5% | $4,159-23.1% | $4,779-33.0% |
| Participant deferral / active EE | $4,530 | $6,075-25.4% | $5,277-14.2% | $5,609-19.2% |
| Admin fee / account holder | $730 | $11,471-93.6% | $9,109-92.0% | $10,827-93.3% |