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 | $264,003 | $131,829+100.3% | $108,579+143.1% | $273,961-3.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 5.26% | -91.57%+96.8pp | -51.70%+57.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,838 | $4,912+39.2% | $3,758+81.9% | $4,869+40.4% |
| Participant deferral / active EE | $8,049 | $5,127+57.0% | $4,311+86.7% | $5,287+52.2% |
| Admin fee / account holder | $18,163 | $10,252+77.2% | $7,645+137.6% | $10,132+79.3% |