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 | $298,879 | $100,754+196.6% | $86,677+244.8% | $134,475+122.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.96% | 29.04%-39.0pp | 35.91%-45.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,691 | $3,489-22.9% | $2,836-5.1% | $4,740-43.2% |
| Participant deferral / active EE | $6,351 | $5,338+19.0% | $4,656+36.4% | $6,400-0.8% |
| Admin fee / account holder | $39,736 | $10,926+263.7% | $7,493+430.3% | $11,426+247.8% |