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 | $283,460 | $202,318+40.1% | $172,739+64.1% | $152,861+85.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.49% | 1029.65%-1011.2pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,679 | $5,856-54.3% | $5,143-47.9% | $4,762-43.7% |
| Participant deferral / active EE | $3,940 | $5,948-33.8% | $5,198-24.2% | $5,850-32.7% |
| Admin fee / account holder | $1,433 | $17,109-91.6% | $13,954-89.7% | $11,596-87.6% |