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 | $422,903 | $142,344+197.1% | $119,609+253.6% | $134,475+214.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | 4.69% | -12.44%+17.1pp | -14.97%+19.7pp | 417.96%-413.3pp |
| Employer contribution / active EE | $3,833 | $5,222-26.6% | $4,232-9.4% | $4,740-19.1% |
| Participant deferral / active EE | $8,750 | $6,469+35.3% | $5,602+56.2% | $6,400+36.7% |
| Admin fee / account holder | $7,331 | $13,584-46.0% | $10,323-29.0% | $11,426-35.8% |