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 | $267,865 | $95,862+179.4% | $79,550+236.7% | $134,475+99.2% |
| Participation rate | 70.6% | 75.0%-4.4pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -9.75% | -2.69%-7.1pp | 0.16%-9.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $965 | $3,128-69.1% | $2,413-60.0% | $4,740-79.6% |
| Participant deferral / active EE | $2,786 | $4,693-40.6% | $3,985-30.1% | $6,400-56.5% |
| Admin fee / account holder | $3,743 | $9,126-59.0% | $6,832-45.2% | $11,426-67.2% |