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 | $286,651 | $88,751+223.0% | $81,812+250.4% | $145,922+96.4% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 9.68% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,114 | $3,083+33.4% | $2,912+41.3% | $4,660-11.7% |
| Participant deferral / active EE | $9,309 | $4,643+100.5% | $4,319+115.6% | $6,688+39.2% |
| Admin fee / account holder | $5,855 | $8,415-30.4% | $7,386-20.7% | $13,397-56.3% |