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 | $250,537 | $211,958+18.2% | $169,463+47.8% | $135,375+85.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.40% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $30,318 | $5,120+492.2% | $4,159+629.0% | $4,779+534.4% |
| Participant deferral / active EE | $13,419 | $6,075+120.9% | $5,277+154.3% | $5,609+139.3% |
| Admin fee / account holder | $5,594 | $11,471-51.2% | $9,109-38.6% | $10,827-48.3% |