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 | $339,269 | $209,411+62.0% | $178,490+90.1% | $158,922+113.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.35% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,485 | $5,706-74.0% | $5,011-70.4% | $4,761-68.8% |
| Participant deferral / active EE | $2,883 | $5,954-51.6% | $5,202-44.6% | $5,982-51.8% |
| Admin fee / account holder | $28,735 | $17,074+68.3% | $13,984+105.5% | $11,246+155.5% |