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 | $460,227 | $159,934+187.8% | $147,005+213.1% | $145,959+215.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.42% | 98.24%-77.8pp | 418.76%-398.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $4,866 | $5,287-8.0% | $4,934-1.4% | $4,661+4.4% |
| Participant deferral / active EE | $10,634 | $8,427+26.2% | $8,070+31.8% | $6,689+59.0% |
| Admin fee / account holder | $10,190 | $15,053-32.3% | $13,006-21.7% | $13,398-23.9% |