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 | $266,054 | $175,202+51.9% | $149,673+77.8% | $139,434+90.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 133.67% | 166.71%-33.0pp | 134.42%-0.7pp | 372.94%-239.3pp |
| Employer contribution / active EE | $4,061 | $5,474-25.8% | $4,818-15.7% | $4,751-14.5% |
| Participant deferral / active EE | $16,356 | $6,519+150.9% | $5,680+188.0% | $6,710+143.7% |
| Admin fee / account holder | $2,611 | $16,150-83.8% | $13,210-80.2% | $11,403-77.1% |