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 | $401,650 | $209,411+91.8% | $178,490+125.0% | $158,922+152.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.01% | 188.75%-177.7pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $7,906 | $5,706+38.5% | $5,011+57.8% | $4,761+66.1% |
| Participant deferral / active EE | $7,501 | $5,954+26.0% | $5,202+44.2% | $5,982+25.4% |
| Admin fee / account holder | $6,161 | $17,074-63.9% | $13,984-55.9% | $11,246-45.2% |