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 | $281,587 | $99,032+184.3% | $80,019+251.9% | $135,375+108.0% |
| Participation rate | 84.6% | 78.4%+6.3pp | 75.8%+8.8pp | 82.6%+2.0pp |
| Annual return | -8.04% | 15.39%-23.4pp | 11.22%-19.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,346 | $3,043+9.9% | $2,468+35.6% | $4,779-30.0% |
| Participant deferral / active EE | $10,415 | $4,282+143.2% | $3,686+182.6% | $5,609+85.7% |
| Admin fee / account holder | $1,093 | $10,436-89.5% | $6,521-83.2% | $10,827-89.9% |