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 5-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 | $703,737 | $209,336+236.2% | $197,124+257.0% | $137,256+412.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.04% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,889 | $6,591-56.2% | $6,227-53.6% | $4,156-30.5% |
| Participant deferral / active EE | $11,275 | $9,614+17.3% | $9,135+23.4% | $6,407+76.0% |
| Admin fee / account holder | $6,431 | $17,308-62.8% | $16,298-60.5% | $12,270-47.6% |