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 | $288,260 | $112,881+155.4% | $90,951+216.9% | $158,922+81.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 32.62% | 215.79%-183.2pp | 134.60%-102.0pp | 302.83%-270.2pp |
| Employer contribution / active EE | $968 | $2,893-66.5% | $2,122-54.4% | $4,761-79.7% |
| Participant deferral / active EE | $7,989 | $4,128+93.6% | $3,373+136.9% | $5,982+33.6% |
| Admin fee / account holder | $18,769 | $8,041+133.4% | $5,959+215.0% | $11,246+66.9% |