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 | $436,258 | $165,335+163.9% | $149,696+191.4% | $158,922+174.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.98% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $11,732 | $5,103+129.9% | $4,644+152.6% | $4,761+146.4% |
| Participant deferral / active EE | $6,413 | $7,181-10.7% | $6,842-6.3% | $5,982+7.2% |
| Admin fee / account holder | $10,524 | $10,807-2.6% | $9,309+13.1% | $11,246-6.4% |