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 | $306,616 | $209,411+46.4% | $178,490+71.8% | $158,922+92.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.29% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,537 | $5,706-38.0% | $5,011-29.4% | $4,761-25.7% |
| Participant deferral / active EE | $7,359 | $5,954+23.6% | $5,202+41.5% | $5,982+23.0% |
| Admin fee / account holder | $308 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |