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 | $279,538 | $95,971+191.3% | $74,550+275.0% | $135,375+106.5% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -5.30% | 56.96%-62.3pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,153 | $2,716-20.7% | $1,961+9.8% | $4,779-54.9% |
| Participant deferral / active EE | $7,617 | $3,843+98.2% | $3,108+145.1% | $5,609+35.8% |
| Admin fee / account holder | $7,074 | $6,522+8.5% | $5,060+39.8% | $10,827-34.7% |