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 | $403,557 | $99,032+307.5% | $80,019+404.3% | $135,375+198.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.13% | 15.39%-17.5pp | 11.22%-13.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,549 | $3,043+16.6% | $2,468+43.8% | $4,779-25.7% |
| Participant deferral / active EE | $16,329 | $4,282+281.3% | $3,686+343.1% | $5,609+191.1% |
| Admin fee / account holder | $10,723 | $10,436+2.8% | $6,521+64.4% | $10,827-1.0% |