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 | $346,064 | $112,096+208.7% | $95,952+260.7% | $158,922+117.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 13.96% | 171.09%-157.1pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,472 | $3,198-22.7% | $2,541-2.7% | $4,761-48.1% |
| Participant deferral / active EE | $8,677 | $4,784+81.4% | $4,167+108.2% | $5,982+45.0% |
| Admin fee / account holder | $36,663 | $10,130+261.9% | $6,795+439.5% | $11,246+226.0% |