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 | $336,259 | $209,411+60.6% | $178,490+88.4% | $158,922+111.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.57% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,010 | $5,706-47.3% | $5,011-39.9% | $4,761-36.8% |
| Participant deferral / active EE | $6,846 | $5,954+15.0% | $5,202+31.6% | $5,982+14.4% |
| Admin fee / account holder | $16,446 | $17,074-3.7% | $13,984+17.6% | $11,246+46.2% |