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 3-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 | $266,525 | $113,935+133.9% | $94,224+182.9% | $125,391+112.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.99% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $6,583 | $4,727+39.3% | $3,587+83.5% | $4,866+35.3% |
| Participant deferral / active EE | $11,356 | $5,179+119.3% | $4,320+162.9% | $5,352+112.2% |
| Admin fee / account holder | $2,351 | $8,391-72.0% | $6,269-62.5% | $9,540-75.4% |