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 | $366,791 | $108,919+236.8% | $100,391+265.4% | $145,922+151.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 11.64% | 57.88%-46.2pp | 49.20%-37.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,969 | $4,419+35.1% | $3,942+51.4% | $4,660+28.1% |
| Participant deferral / active EE | $19,959 | $8,445+136.3% | $8,082+147.0% | $6,688+198.4% |
| Admin fee / account holder | $24,307 | $9,689+150.9% | $7,899+207.7% | $13,397+81.4% |