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 | $278,817 | $107,791+158.7% | $90,645+207.6% | $135,375+106.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.12% | -0.90%-2.2pp | 1.88%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,888 | $3,018-4.3% | $2,532+14.1% | $4,779-39.6% |
| Participant deferral / active EE | $10,156 | $3,872+162.3% | $3,425+196.6% | $5,609+81.1% |
| Admin fee / account holder | $4,340 | $5,930-26.8% | $4,994-13.1% | $10,827-59.9% |