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 | $390,216 | $73,867+428.3% | $143,757+171.4% | $68,494+469.7% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -14.25% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $6,644 | $3,184+108.7% | $4,951+34.2% | $2,596+155.9% |
| Participant deferral / active EE | $6,536 | $3,384+93.1% | $5,637+15.9% | $4,027+62.3% |
| Admin fee / account holder | $1,444 | $5,755-74.9% | $14,673-90.2% | $5,403-73.3% |