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 | $273,414 | $133,958+104.1% | $112,228+143.6% | $134,475+103.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -16.21% | 47.11%-63.3pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $29,331 | $4,038+626.4% | $3,635+707.0% | $4,740+518.8% |
| Participant deferral / active EE | $11,034 | $5,291+108.6% | $4,728+133.4% | $6,400+72.4% |
| Admin fee / account holder | $11,738 | $7,489+56.7% | $6,410+83.1% | $11,426+2.7% |