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 | $352,351 | $202,432+74.1% | $169,368+108.0% | $139,434+152.7% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 14.82% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $16,458 | $4,692+250.7% | $4,013+310.1% | $4,751+246.4% |
| Participant deferral / active EE | $11,886 | $6,938+71.3% | $6,221+91.1% | $6,710+77.1% |
| Admin fee / account holder | $7,773 | $10,708-27.4% | $9,003-13.7% | $11,403-31.8% |