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 | $376,887 | $92,222+308.7% | $76,768+390.9% | $135,375+178.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.80% | 5.46%-7.3pp | 2.43%-4.2pp | 519.73%-521.5pp |
| Employer contribution / active EE | $3,386 | $3,216+5.3% | $2,485+36.2% | $4,779-29.1% |
| Participant deferral / active EE | $11,201 | $4,509+148.4% | $3,852+190.8% | $5,609+99.7% |
| Admin fee / account holder | $13,716 | $10,748+27.6% | $6,675+105.5% | $10,827+26.7% |