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 3-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 | $280,287 | $167,307+67.5% | $143,757+95.0% | $134,475+108.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.09% | 0.46%-13.6pp | -0.04%-13.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $6,123 | $5,619+9.0% | $4,951+23.7% | $4,740+29.2% |
| Participant deferral / active EE | $7,743 | $6,446+20.1% | $5,637+37.4% | $6,400+21.0% |
| Admin fee / account holder | $92,620 | $18,088+412.0% | $14,673+531.2% | $11,426+710.6% |