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 | $329,344 | $167,484+96.6% | $151,611+117.2% | $134,475+144.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -12.55% | 7.80%-20.3pp | 3.33%-15.9pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,829 | $6,829-73.2% | $6,166-70.3% | $4,740-61.4% |
| Participant deferral / active EE | $9,243 | $8,986+2.9% | $8,363+10.5% | $6,400+44.4% |
| Admin fee / account holder | $407 | $13,783-97.0% | $11,616-96.5% | $11,426-96.4% |