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 8-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 | $255,035 | $167,307+52.4% | $143,757+77.4% | $134,475+89.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -13.47% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,983 | $5,619-29.1% | $4,951-19.5% | $4,740-16.0% |
| Participant deferral / active EE | $8,678 | $6,446+34.6% | $5,637+53.9% | $6,400+35.6% |
| Admin fee / account holder | $143,257 | $18,088+692.0% | $14,673+876.3% | $11,426+1153.8% |