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 | $259,876 | $129,942+100.0% | $104,294+149.2% | $134,475+93.3% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -14.73% | 42.03%-56.8pp | 24.61%-39.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,617 | $4,184-37.5% | $3,372-22.4% | $4,740-44.8% |
| Participant deferral / active EE | $9,674 | $5,588+73.1% | $4,625+109.2% | $6,400+51.2% |
| Admin fee / account holder | $2,105 | $9,323-77.4% | $7,339-71.3% | $11,426-81.6% |