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 | $416,981 | $105,860+293.9% | $90,749+359.5% | $134,475+210.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.14% | -11.01%-3.1pp | -12.16%-2.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $14,839 | $3,462+328.6% | $2,921+408.0% | $4,740+213.1% |
| Participant deferral / active EE | $5,037 | $5,216-3.4% | $4,564+10.4% | $6,400-21.3% |
| Admin fee / account holder | $8,452 | $13,938-39.4% | $8,445+0.1% | $11,426-26.0% |