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 | $429,808 | $142,344+202.0% | $119,609+259.3% | $134,475+219.6% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -14.40% | -12.44%-2.0pp | -14.97%+0.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $9,695 | $5,222+85.7% | $4,232+129.1% | $4,740+104.6% |
| Participant deferral / active EE | $6,865 | $6,469+6.1% | $5,602+22.5% | $6,400+7.3% |
| Admin fee / account holder | $10,666 | $13,584-21.5% | $10,323+3.3% | $11,426-6.7% |