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 | $411,678 | $175,202+135.0% | $149,673+175.1% | $139,434+195.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.57% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $12,495 | $5,474+128.3% | $4,818+159.4% | $4,751+163.0% |
| Participant deferral / active EE | $5,204 | $6,519-20.2% | $5,680-8.4% | $6,710-22.4% |
| Admin fee / account holder | $3,167 | $16,150-80.4% | $13,210-76.0% | $11,403-72.2% |