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 | $336,809 | $131,829+155.5% | $108,579+210.2% | $273,961+22.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $14,856 | $4,912+202.4% | $3,758+295.3% | $4,869+205.1% |
| Participant deferral / active EE | $10,679 | $5,127+108.3% | $4,311+147.7% | $5,287+102.0% |
| Admin fee / account holder | $2,526 | $10,252-75.4% | $7,645-67.0% | $10,132-75.1% |