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 | $263,440 | $154,117+70.9% | $129,995+102.7% | $139,434+88.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 16.79% | 32.48%-15.7pp | -137.18%+154.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $6,841 | $5,289+29.4% | $4,320+58.4% | $4,751+44.0% |
| Participant deferral / active EE | $17,671 | $6,710+163.4% | $5,820+203.6% | $6,710+163.3% |
| Admin fee / account holder | $7,089 | $14,007-49.4% | $10,614-33.2% | $11,403-37.8% |