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 | $318,365 | $209,411+52.0% | $178,490+78.4% | $158,922+100.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.31% | 188.75%-173.4pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,610 | $5,706-19.2% | $5,011-8.0% | $4,761-3.2% |
| Participant deferral / active EE | $15,104 | $5,954+153.7% | $5,202+190.4% | $5,982+152.5% |
| Admin fee / account holder | $2,271 | $17,074-86.7% | $13,984-83.8% | $11,246-79.8% |