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 | $285,930 | $198,466+44.1% | $170,442+67.8% | $147,584+93.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 16.44% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $7,879 | $6,184+27.4% | $5,433+45.0% | $4,876+61.6% |
| Participant deferral / active EE | $6,414 | $5,629+13.9% | $4,939+29.8% | $5,439+17.9% |
| Admin fee / account holder | $7,491 | $16,852-55.5% | $13,880-46.0% | $10,885-31.2% |