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 | $326,525 | $100,754+224.1% | $86,677+276.7% | $134,475+142.8% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -13.34% | 29.04%-42.4pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $7,220 | $3,489+106.9% | $2,836+154.5% | $4,740+52.3% |
| Participant deferral / active EE | $9,479 | $5,338+77.6% | $4,656+103.6% | $6,400+48.1% |
| Admin fee / account holder | $71,084 | $10,926+550.6% | $7,493+848.6% | $11,426+522.1% |