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 | $254,612 | $48,265+427.5% | $68,791+270.1% | $68,494+271.7% |
| Participation rate | 82.1% | 60.7%+21.4pp | 69.0%+13.0pp | 67.9%+14.2pp |
| Annual return | -8.93% | -12.71%+3.8pp | -6.38%-2.6pp | -7.84%-1.1pp |
| Employer contribution / active EE | $9,665 | $1,829+428.5% | $2,655+264.0% | $2,596+272.3% |
| Participant deferral / active EE | $2,760 | $2,867-3.7% | $3,941-30.0% | $4,027-31.5% |
| Admin fee / account holder | $1,385 | $4,355-68.2% | $4,932-71.9% | $5,403-74.4% |