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 | $288,261 | $87,540+229.3% | $75,781+280.4% | $125,391+129.9% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | 0.28% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $7,462 | $3,930+89.9% | $3,323+124.5% | $4,866+53.3% |
| Participant deferral / active EE | $7,462 | $4,229+76.4% | $3,651+104.4% | $5,352+39.4% |
| Admin fee / account holder | $5,246 | $6,502-19.3% | $5,299-1.0% | $9,540-45.0% |