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 | $311,704 | $165,335+88.5% | $149,696+108.2% | $158,922+96.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.47% | 348.15%-317.7pp | 276.60%-246.1pp | 302.83%-272.4pp |
| Employer contribution / active EE | $4,250 | $5,103-16.7% | $4,644-8.5% | $4,761-10.7% |
| Participant deferral / active EE | $14,950 | $7,181+108.2% | $6,842+118.5% | $5,982+149.9% |
| Admin fee / account holder | $13,242 | $10,807+22.5% | $9,309+42.2% | $11,246+17.7% |