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 | $315,227 | $105,860+197.8% | $90,749+247.4% | $134,475+134.4% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -14.98% | -11.01%-4.0pp | -12.16%-2.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,015 | $3,462-12.9% | $2,921+3.2% | $4,740-36.4% |
| Participant deferral / active EE | $3,015 | $5,216-42.2% | $4,564-33.9% | $6,400-52.9% |
| Admin fee / account holder | $7,543 | $13,938-45.9% | $8,445-10.7% | $11,426-34.0% |