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 | $312,093 | $107,791+189.5% | $90,645+244.3% | $135,375+130.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.66% | -0.90%-3.8pp | 1.88%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,547 | $3,018-48.7% | $2,532-38.9% | $4,779-67.6% |
| Participant deferral / active EE | $13,071 | $3,872+237.6% | $3,425+281.7% | $5,609+133.1% |
| Admin fee / account holder | $834 | $5,930-85.9% | $4,994-83.3% | $10,827-92.3% |