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 | $284,916 | $152,651+86.6% | $105,218+170.8% | $125,391+127.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | 0.19% | 8.24%-8.1pp | 5.33%-5.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $20,487 | $4,802+326.6% | $3,255+529.4% | $4,866+321.0% |
| Participant deferral / active EE | $11,708 | $6,660+75.8% | $4,867+140.6% | $5,352+118.8% |
| Admin fee / account holder | $19,539 | $14,248+37.1% | $6,992+179.4% | $9,540+104.8% |