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 | $357,546 | $124,185+187.9% | $108,410+229.8% | $167,490+113.5% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 11.08% | 1379.64%-1368.6pp | 905.27%-894.2pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,376 | $4,187-19.4% | $3,558-5.1% | $4,837-30.2% |
| Participant deferral / active EE | $7,700 | $6,908+11.5% | $6,563+17.3% | $6,341+21.4% |
| Admin fee / account holder | $1,230 | $9,455-87.0% | $7,295-83.1% | $12,309-90.0% |