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 | $299,237 | $167,307+78.9% | $143,757+108.2% | $134,475+122.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.39% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $17,730 | $5,619+215.5% | $4,951+258.1% | $4,740+274.1% |
| Participant deferral / active EE | $14,353 | $6,446+122.7% | $5,637+154.6% | $6,400+124.3% |
| Admin fee / account holder | $7,051 | $18,088-61.0% | $14,673-51.9% | $11,426-38.3% |