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 | $280,713 | $162,781+72.4% | $133,956+109.6% | $158,922+76.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 15.81% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,697 | $4,975-25.7% | $3,919-5.6% | $4,761-22.3% |
| Participant deferral / active EE | $9,135 | $5,911+54.5% | $5,048+81.0% | $5,982+52.7% |
| Admin fee / account holder | $2,788 | $11,736-76.2% | $8,927-68.8% | $11,246-75.2% |