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 | $327,833 | $202,318+62.0% | $172,739+89.8% | $152,861+114.5% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 23.18% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,866 | $5,856-68.1% | $5,143-63.7% | $4,762-60.8% |
| Participant deferral / active EE | $9,778 | $5,948+64.4% | $5,198+88.1% | $5,850+67.1% |
| Admin fee / account holder | $705 | $17,109-95.9% | $13,954-94.9% | $11,596-93.9% |