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 | $310,254 | $83,908+269.8% | $68,509+352.9% | $125,391+147.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | -0.83% | 14.48%-15.3pp | 8.27%-9.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,722 | $3,031-43.2% | $2,278-24.4% | $4,866-64.6% |
| Participant deferral / active EE | $4,436 | $4,125+7.5% | $3,382+31.1% | $5,352-17.1% |
| Admin fee / account holder | $167,434 | $8,982+1764.1% | $5,275+3074.3% | $9,540+1655.0% |