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 | $457,946 | $106,115+331.6% | $85,969+432.7% | $125,391+265.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.42% | 13.93%-17.3pp | 9.32%-12.7pp | 282.22%-285.6pp |
| Employer contribution / active EE | $5,666 | $4,537+24.9% | $3,474+63.1% | $4,866+16.4% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,576 | $8,144-56.1% | $6,053-40.9% | $9,540-62.5% |