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 | $374,145 | $511,364-26.8% | $162,163+130.7% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | 14.82% | 18.01%-3.2pp | 115.59%-100.8pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,614-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,298-100.0% | - |
| Admin fee / account holder | $308 | $22,911-98.7% | $10,843-97.2% | - |