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 | $410,833 | $167,484+145.3% | $151,611+171.0% | $134,475+205.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.01% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,649 | $6,829-61.2% | $6,166-57.0% | $4,740-44.1% |
| Participant deferral / active EE | $8,520 | $8,986-5.2% | $8,363+1.9% | $6,400+33.1% |
| Admin fee / account holder | $8,596 | $13,783-37.6% | $11,616-26.0% | $11,426-24.8% |