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 | $448,815 | $167,484+168.0% | $151,611+196.0% | $134,475+233.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -14.95% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,466 | $6,829-20.0% | $6,166-11.4% | $4,740+15.3% |
| Participant deferral / active EE | $16,771 | $8,986+86.6% | $8,363+100.5% | $6,400+162.1% |
| Admin fee / account holder | $5,294 | $13,783-61.6% | $11,616-54.4% | $11,426-53.7% |