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 | $285,284 | $100,852+182.9% | $90,404+215.6% | $158,922+79.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 20.25% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,626 | $3,689-28.8% | $3,262-19.5% | $4,761-44.8% |
| Participant deferral / active EE | $3,248 | $4,348-25.3% | $3,963-18.0% | $5,982-45.7% |
| Admin fee / account holder | $11,560 | $6,501+77.8% | $5,611+106.0% | $11,246+2.8% |