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 | $301,390 | $82,664+264.6% | $125,339+140.5% | $68,494+340.0% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -12.48% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $6,056 | $3,381+79.1% | $4,814+25.8% | $2,596+133.2% |
| Participant deferral / active EE | $12,451 | $6,110+103.8% | $7,446+67.2% | $4,027+209.2% |
| Admin fee / account holder | $7,294 | $6,275+16.2% | $10,010-27.1% | $5,403+35.0% |