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 | $258,763 | $142,344+81.8% | $119,609+116.3% | $134,475+92.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,173 | $5,222-20.1% | $4,232-1.4% | $4,740-11.9% |
| Participant deferral / active EE | $15,723 | $6,469+143.0% | $5,602+180.7% | $6,400+145.7% |
| Admin fee / account holder | $3,381 | $13,584-75.1% | $10,323-67.3% | $11,426-70.4% |