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 | $456,203 | $142,344+220.5% | $119,609+281.4% | $134,475+239.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.52% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,737 | $5,222+9.9% | $4,232+35.6% | $4,740+21.0% |
| Participant deferral / active EE | $10,257 | $6,469+58.5% | $5,602+83.1% | $6,400+60.3% |
| Admin fee / account holder | $4,142 | $13,584-69.5% | $10,323-59.9% | $11,426-63.7% |