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 | $311,221 | $107,791+188.7% | $90,645+243.3% | $135,375+129.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -3.76% | -0.90%-2.9pp | 1.88%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $429 | $3,018-85.8% | $2,532-83.1% | $4,779-91.0% |
| Participant deferral / active EE | $1,032 | $3,872-73.3% | $3,425-69.9% | $5,609-81.6% |
| Admin fee / account holder | $10,184 | $5,930+71.7% | $4,994+103.9% | $10,827-5.9% |