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 | $297,723 | $111,754+166.4% | $103,333+188.1% | $145,922+104.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 20.14% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,370 | $4,212-67.5% | $3,868-64.6% | $4,660-70.6% |
| Participant deferral / active EE | $10,767 | $5,619+91.6% | $5,057+112.9% | $6,688+61.0% |
| Admin fee / account holder | $388 | $9,750-96.0% | $8,355-95.4% | $13,397-97.1% |