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 | $260,663 | $185,822+40.3% | $169,993+53.3% | $139,434+86.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.75% | 60.50%-38.8pp | 53.37%-31.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $5,235 | $7,590-31.0% | $6,785-22.8% | $4,751+10.2% |
| Participant deferral / active EE | $14,073 | $11,622+21.1% | $10,408+35.2% | $6,710+109.7% |
| Admin fee / account holder | $937 | $15,381-93.9% | $12,815-92.7% | $11,403-91.8% |