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 | $384,938 | $133,958+187.4% | $112,228+243.0% | $134,475+186.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -9.08% | 47.11%-56.2pp | 27.45%-36.5pp | 417.96%-427.0pp |
| Employer contribution / active EE | $4,807 | $4,038+19.0% | $3,635+32.3% | $4,740+1.4% |
| Participant deferral / active EE | $2,720 | $5,291-48.6% | $4,728-42.5% | $6,400-57.5% |
| Admin fee / account holder | $10,517 | $7,489+40.4% | $6,410+64.1% | $11,426-8.0% |