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 | $369,547 | $175,600+110.4% | $129,110+186.2% | $134,475+174.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.08% | -11.39%-2.7pp | -10.94%-3.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,911 | $6,355-22.7% | $5,052-2.8% | $4,740+3.6% |
| Participant deferral / active EE | $6,807 | $7,975-14.6% | $6,542+4.1% | $6,400+6.4% |
| Admin fee / account holder | $3,577 | $23,567-84.8% | $14,302-75.0% | $11,426-68.7% |