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 | $252,665 | $202,318+24.9% | $172,739+46.3% | $152,861+65.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 26.05% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $5,472 | $5,856-6.6% | $5,143+6.4% | $4,762+14.9% |
| Participant deferral / active EE | $7,078 | $5,948+19.0% | $5,198+36.2% | $5,850+21.0% |
| Admin fee / account holder | $2,138 | $17,109-87.5% | $13,954-84.7% | $11,596-81.6% |