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 | $570,193 | $95,862+494.8% | $79,550+616.8% | $134,475+324.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.13% | -2.69%+3.8pp | 0.16%+1.0pp | 417.96%-416.8pp |
| Employer contribution / active EE | $13,131 | $3,128+319.8% | $2,413+444.1% | $4,740+177.0% |
| Participant deferral / active EE | $14,136 | $4,693+201.2% | $3,985+254.7% | $6,400+120.9% |
| Admin fee / account holder | $3,778 | $9,126-58.6% | $6,832-44.7% | $11,426-66.9% |