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 | $717,813 | $209,411+242.8% | $178,490+302.2% | $158,922+351.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 39.82% | 188.75%-148.9pp | 151.07%-111.2pp | 302.83%-263.0pp |
| Employer contribution / active EE | $2,375 | $5,706-58.4% | $5,011-52.6% | $4,761-50.1% |
| Participant deferral / active EE | $13,139 | $5,954+120.7% | $5,202+152.6% | $5,982+119.6% |
| Admin fee / account holder | $1,830 | $17,074-89.3% | $13,984-86.9% | $11,246-83.7% |