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 | $293,896 | $154,117+90.7% | $129,995+126.1% | $139,434+110.8% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 14.87% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,765 | $5,289-28.8% | $4,320-12.8% | $4,751-20.7% |
| Participant deferral / active EE | $7,426 | $6,710+10.7% | $5,820+27.6% | $6,710+10.7% |
| Admin fee / account holder | $1,499 | $14,007-89.3% | $10,614-85.9% | $11,403-86.9% |