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 | $268,647 | $100,754+166.6% | $86,677+209.9% | $134,475+99.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.78% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,348 | $3,489+24.6% | $2,836+53.3% | $4,740-8.3% |
| Participant deferral / active EE | $7,071 | $5,338+32.5% | $4,656+51.9% | $6,400+10.5% |
| Admin fee / account holder | $6,291 | $10,926-42.4% | $7,493-16.0% | $11,426-44.9% |