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 | $404,787 | $209,411+93.3% | $178,490+126.8% | $158,922+154.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.04% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,598 | $5,706-54.5% | $5,011-48.1% | $4,761-45.4% |
| Participant deferral / active EE | $8,794 | $5,954+47.7% | $5,202+69.1% | $5,982+47.0% |
| Admin fee / account holder | $1,992 | $17,074-88.3% | $13,984-85.8% | $11,246-82.3% |