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 | $259,636 | $167,484+55.0% | $151,611+71.3% | $134,475+93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.83% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,070 | $6,829-69.7% | $6,166-66.4% | $4,740-56.3% |
| Participant deferral / active EE | $5,331 | $8,986-40.7% | $8,363-36.3% | $6,400-16.7% |
| Admin fee / account holder | $3,837 | $13,783-72.2% | $11,616-67.0% | $11,426-66.4% |