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 | $271,928 | $209,832+29.6% | $189,513+43.5% | $167,490+62.4% |
| Participation rate | 81.3% | 88.7%-7.4pp | 87.8%-6.6pp | 82.1%-0.9pp |
| Annual return | 13.35% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,523 | $6,914-63.5% | $6,162-59.1% | $4,837-47.8% |
| Participant deferral / active EE | $7,586 | $8,935-15.1% | $8,221-7.7% | $6,341+19.6% |
| Admin fee / account holder | $9,000 | $14,293-37.0% | $12,045-25.3% | $12,309-26.9% |