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 | $291,081 | $167,484+73.8% | $151,611+92.0% | $134,475+116.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.19% | 7.80%-18.0pp | 3.33%-13.5pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,586 | $6,829-62.1% | $6,166-58.1% | $4,740-45.4% |
| Participant deferral / active EE | $10,117 | $8,986+12.6% | $8,363+21.0% | $6,400+58.1% |
| Admin fee / account holder | $8,004 | $13,783-41.9% | $11,616-31.1% | $11,426-29.9% |