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 | $393,557 | $154,117+155.4% | $129,995+202.7% | $139,434+182.3% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 18.78% | 32.48%-13.7pp | -137.18%+156.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $9,590 | $5,289+81.3% | $4,320+122.0% | $4,751+101.9% |
| Participant deferral / active EE | $11,315 | $6,710+68.6% | $5,820+94.4% | $6,710+68.6% |
| Admin fee / account holder | $8,563 | $14,007-38.9% | $10,614-19.3% | $11,403-24.9% |