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 | $285,237 | $103,376+175.9% | $87,100+227.5% | $152,861+86.6% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 19.74% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $5,643 | $3,220+75.2% | $2,521+123.8% | $4,762+18.5% |
| Participant deferral / active EE | $9,482 | $4,778+98.5% | $4,049+134.2% | $5,850+62.1% |
| Admin fee / account holder | $3,011 | $12,205-75.3% | $7,497-59.8% | $11,596-74.0% |