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 | $439,253 | $165,335+165.7% | $149,696+193.4% | $158,922+176.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 10.86% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $4,910 | $5,103-3.8% | $4,644+5.7% | $4,761+3.1% |
| Participant deferral / active EE | $11,289 | $7,181+57.2% | $6,842+65.0% | $5,982+88.7% |
| Admin fee / account holder | $12,282 | $10,807+13.7% | $9,309+31.9% | $11,246+9.2% |