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 | $275,236 | $72,177+281.3% | $115,037+139.3% | $59,632+361.6% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $22,950 | $2,841+707.8% | $4,608+398.1% | $2,203+942.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,156 | $4,927-56.2% | $8,175-73.6% | $4,297-49.8% |