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 | $348,656 | $92,222+278.1% | $76,768+354.2% | $135,375+157.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.29% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,678 | $3,216-47.8% | $2,485-32.5% | $4,779-64.9% |
| Participant deferral / active EE | $4,452 | $4,509-1.3% | $3,852+15.6% | $5,609-20.6% |
| Admin fee / account holder | $13,142 | $10,748+22.3% | $6,675+96.9% | $10,827+21.4% |