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 | $306,826 | $210,648+45.7% | $177,989+72.4% | $145,922+110.3% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 11.71% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,792 | $4,565+5.0% | $3,949+21.4% | $4,660+2.8% |
| Participant deferral / active EE | $8,852 | $6,958+27.2% | $6,276+41.0% | $6,688+32.4% |
| Admin fee / account holder | $704 | $12,013-94.1% | $10,363-93.2% | $13,397-94.7% |