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 | $416,872 | $183,519+127.2% | $155,509+168.1% | $145,922+185.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.62% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,768 | $5,313-47.9% | $4,672-40.8% | $4,660-40.6% |
| Participant deferral / active EE | $10,722 | $6,462+65.9% | $5,626+90.6% | $6,688+60.3% |
| Admin fee / account holder | $1,408 | $19,313-92.7% | $15,912-91.2% | $13,397-89.5% |