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 4-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 | $290,780 | $114,381+154.2% | $107,525+170.4% | $142,382+104.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 13.27% | 242.71%-229.4pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,899 | $4,015-27.8% | $3,754-22.8% | $4,299-32.6% |
| Participant deferral / active EE | $13,689 | $5,564+146.0% | $5,116+167.6% | $6,507+110.4% |
| Admin fee / account holder | $1,714 | $9,860-82.6% | $8,919-80.8% | $12,624-86.4% |