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 | $329,676 | $100,754+227.2% | $86,677+280.4% | $134,475+145.2% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -9.22% | 29.04%-38.3pp | 35.91%-45.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $8,365 | $3,489+139.7% | $2,836+194.9% | $4,740+76.5% |
| Participant deferral / active EE | $9,260 | $5,338+73.5% | $4,656+98.9% | $6,400+44.7% |
| Admin fee / account holder | $2,751 | $10,926-74.8% | $7,493-63.3% | $11,426-75.9% |