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 | $275,141 | $154,365+78.2% | $130,231+111.3% | $139,434+97.3% |
| Participation rate | 94.4% | 79.9%+14.5pp | 76.3%+18.2pp | 80.3%+14.1pp |
| Annual return | 21.04% | 30.34%-9.3pp | 38.77%-17.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $8,839 | $5,170+71.0% | $4,126+114.2% | $4,751+86.0% |
| Participant deferral / active EE | $12,484 | $8,498+46.9% | $6,799+83.6% | $6,710+86.0% |
| Admin fee / account holder | $17,959 | $9,214+94.9% | $6,020+198.3% | $11,403+57.5% |