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 | $317,197 | $197,591+60.5% | $177,821+78.4% | $158,922+99.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 12.13% | 58.76%-46.6pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $18,958 | $6,697+183.1% | $5,918+220.3% | $4,761+298.2% |
| Participant deferral / active EE | $9,029 | $8,405+7.4% | $7,714+17.0% | $5,982+50.9% |
| Admin fee / account holder | $12,670 | $15,399-17.7% | $12,427+2.0% | $11,246+12.7% |