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 | $274,070 | $92,222+197.2% | $76,768+257.0% | $135,375+102.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.57% | 5.46%-7.0pp | 2.43%-4.0pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,603 | $3,216-50.2% | $2,485-35.5% | $4,779-66.5% |
| Participant deferral / active EE | $10,302 | $4,509+128.5% | $3,852+167.5% | $5,609+83.7% |
| Admin fee / account holder | $78,511 | $10,748+630.5% | $6,675+1076.2% | $10,827+625.1% |