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 | $305,840 | $209,411+46.0% | $178,490+71.3% | $158,922+92.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 52.12% | 188.75%-136.6pp | 151.07%-98.9pp | 302.83%-250.7pp |
| Employer contribution / active EE | $2,069 | $5,706-63.8% | $5,011-58.7% | $4,761-56.6% |
| Participant deferral / active EE | $4,375 | $5,954-26.5% | $5,202-15.9% | $5,982-26.9% |
| Admin fee / account holder | $172,599 | $17,074+910.9% | $13,984+1134.3% | $11,246+1434.8% |