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 | $288,333 | $152,509+89.1% | $117,472+145.4% | $134,475+114.4% |
| Participation rate | 70.6% | 77.1%-6.5pp | 70.6%0pp | 81.2%-10.6pp |
| Annual return | -13.20% | 52.99%-66.2pp | 29.74%-42.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,156 | $5,571-61.3% | $4,176-48.4% | $4,740-54.5% |
| Participant deferral / active EE | $8,363 | $4,818+73.6% | $4,070+105.5% | $6,400+30.7% |
| Admin fee / account holder | $348 | $7,004-95.0% | $5,645-93.8% | $11,426-97.0% |