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 | $303,750 | $100,754+201.5% | $86,677+250.4% | $134,475+125.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -18.57% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,172 | $3,489+76.9% | $2,836+117.6% | $4,740+30.2% |
| Participant deferral / active EE | $3,752 | $5,338-29.7% | $4,656-19.4% | $6,400-41.4% |
| Admin fee / account holder | $3,495 | $10,926-68.0% | $7,493-53.4% | $11,426-69.4% |