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 7-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 | $374,558 | $167,307+123.9% | $143,757+160.5% | $134,475+178.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.76% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $6,306 | $5,619+12.2% | $4,951+27.4% | $4,740+33.0% |
| Participant deferral / active EE | $7,042 | $6,446+9.2% | $5,637+24.9% | $6,400+10.0% |
| Admin fee / account holder | $2,481 | $18,088-86.3% | $14,673-83.1% | $11,426-78.3% |