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 | $289,646 | $126,574+128.8% | $106,213+172.7% | $145,922+98.5% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 14.03% | 224.79%-210.8pp | 116.14%-102.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,719 | $3,730-27.1% | $3,171-14.3% | $4,660-41.7% |
| Participant deferral / active EE | $4,628 | $5,724-19.1% | $5,016-7.7% | $6,688-30.8% |
| Admin fee / account holder | $10,090 | $17,304-41.7% | $11,033-8.5% | $13,397-24.7% |