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 | $263,947 | $82,664+219.3% | $125,339+110.6% | $68,494+285.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.42% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,253 | $3,381+25.8% | $4,814-11.7% | $2,596+63.8% |
| Participant deferral / active EE | $10,685 | $6,110+74.9% | $7,446+43.5% | $4,027+165.3% |
| Admin fee / account holder | $15,842 | $6,275+152.4% | $10,010+58.3% | $5,403+193.2% |