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 | $293,070 | $100,754+190.9% | $86,677+238.1% | $134,475+117.9% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -12.75% | 29.04%-41.8pp | 35.91%-48.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,427 | $3,489+84.2% | $2,836+126.6% | $4,740+35.6% |
| Participant deferral / active EE | $8,860 | $5,338+66.0% | $4,656+90.3% | $6,400+38.4% |
| Admin fee / account holder | $192,388 | $10,926+1660.8% | $7,493+2467.5% | $11,426+1583.8% |