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 5-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 | $269,191 | $112,300+139.7% | $90,223+198.4% | $125,391+114.7% |
| Participation rate | 77.8% | 82.9%-5.1pp | 79.0%-1.3pp | 83.2%-5.4pp |
| Annual return | 0.53% | -0.57%+1.1pp | 1.31%-0.8pp | 282.22%-281.7pp |
| Employer contribution / active EE | $21,627 | $5,181+317.4% | $4,378+394.0% | $4,866+344.5% |
| Participant deferral / active EE | $18,074 | $6,733+168.5% | $5,792+212.0% | $5,352+237.7% |
| Admin fee / account holder | $20,750 | $10,990+88.8% | $7,406+180.2% | $9,540+117.5% |