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 | $354,603 | $165,335+114.5% | $149,696+136.9% | $158,922+123.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.44% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,110 | $5,103-19.5% | $4,644-11.5% | $4,761-13.7% |
| Participant deferral / active EE | $12,343 | $7,181+71.9% | $6,842+80.4% | $5,982+106.3% |
| Admin fee / account holder | $1,383 | $10,807-87.2% | $9,309-85.1% | $11,246-87.7% |