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 | $275,150 | $133,958+105.4% | $112,228+145.2% | $134,475+104.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -9.71% | 47.11%-56.8pp | 27.45%-37.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,045 | $4,038+0.2% | $3,635+11.3% | $4,740-14.7% |
| Participant deferral / active EE | $5,215 | $5,291-1.4% | $4,728+10.3% | $6,400-18.5% |
| Admin fee / account holder | $898 | $7,489-88.0% | $6,410-86.0% | $11,426-92.1% |