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 | $324,611 | $211,958+53.1% | $169,463+91.6% | $135,375+139.8% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -7.64% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,545 | $5,120+86.4% | $4,159+129.5% | $4,779+99.7% |
| Participant deferral / active EE | $9,689 | $6,075+59.5% | $5,277+83.6% | $5,609+72.7% |
| Admin fee / account holder | $729 | $11,471-93.6% | $9,109-92.0% | $10,827-93.3% |