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 | $265,415 | $129,942+104.3% | $104,294+154.5% | $134,475+97.4% |
| Participation rate | 95.0% | 79.5%+15.5pp | 73.3%+21.7pp | 81.2%+13.8pp |
| Annual return | -10.44% | 42.03%-52.5pp | 24.61%-35.0pp | 417.96%-428.4pp |
| Employer contribution / active EE | $3,716 | $4,184-11.2% | $3,372+10.2% | $4,740-21.6% |
| Participant deferral / active EE | $9,053 | $5,588+62.0% | $4,625+95.7% | $6,400+41.5% |
| Admin fee / account holder | $8,248 | $9,323-11.5% | $7,339+12.4% | $11,426-27.8% |