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 | $293,579 | $167,307+75.5% | $143,757+104.2% | $134,475+118.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.88% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,249 | $5,619-77.8% | $4,951-74.8% | $4,740-73.6% |
| Participant deferral / active EE | $4,513 | $6,446-30.0% | $5,637-19.9% | $6,400-29.5% |
| Admin fee / account holder | $15,516 | $18,088-14.2% | $14,673+5.7% | $11,426+35.8% |