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 | $275,502 | $135,635+103.1% | $110,238+149.9% | $135,375+103.5% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -4.02% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,125 | $4,906+4.5% | $3,826+33.9% | $4,779+7.2% |
| Participant deferral / active EE | $1,769 | $5,506-67.9% | $4,672-62.1% | $5,609-68.5% |
| Admin fee / account holder | $12,320 | $11,457+7.5% | $8,547+44.1% | $10,827+13.8% |