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 | $279,250 | $177,572+57.3% | $154,803+80.4% | $142,382+96.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 14.62% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $8,636 | $4,810+79.5% | $4,305+100.6% | $4,299+100.9% |
| Participant deferral / active EE | $7,171 | $6,272+14.3% | $5,540+29.4% | $6,507+10.2% |
| Admin fee / account holder | $9,890 | $16,786-41.1% | $14,329-31.0% | $12,624-21.7% |