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 | $299,088 | $92,222+224.3% | $76,768+289.6% | $135,375+120.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -5.24% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,832 | $3,216+19.1% | $2,485+54.2% | $4,779-19.8% |
| Participant deferral / active EE | $8,205 | $4,509+82.0% | $3,852+113.0% | $5,609+46.3% |
| Admin fee / account holder | $12,223 | $10,748+13.7% | $6,675+83.1% | $10,827+12.9% |