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 | $295,534 | $148,534+99.0% | $135,903+117.5% | $139,434+112.0% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 13.34% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,534 | $5,243+5.5% | $4,856+13.9% | $4,751+16.5% |
| Participant deferral / active EE | $9,565 | $8,100+18.1% | $7,758+23.3% | $6,710+42.5% |
| Admin fee / account holder | $929 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |