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 | $384,927 | $93,571+311.4% | $135,903+183.2% | $75,163+412.1% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.5pp | 67.2%+12.3pp |
| Annual return | 15.72% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $14,938 | $3,537+322.4% | $4,856+207.6% | $2,670+459.5% |
| Participant deferral / active EE | $11,813 | $6,404+84.5% | $7,758+52.3% | $4,125+186.4% |
| Admin fee / account holder | $19,960 | $6,975+186.2% | $10,762+85.5% | $5,651+253.2% |