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 | $318,342 | $152,509+108.7% | $117,472+171.0% | $134,475+136.7% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -17.58% | 52.99%-70.6pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,375 | $5,571-75.3% | $4,176-67.1% | $4,740-71.0% |
| Participant deferral / active EE | $14,715 | $4,818+205.4% | $4,070+261.5% | $6,400+129.9% |
| Admin fee / account holder | $14,094 | $7,004+101.2% | $5,645+149.7% | $11,426+23.4% |