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 | $267,034 | $165,335+61.5% | $149,696+78.4% | $158,922+68.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 41.23% | 348.15%-306.9pp | 276.60%-235.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $5,052 | $5,103-1.0% | $4,644+8.8% | $4,761+6.1% |
| Participant deferral / active EE | $6,800 | $7,181-5.3% | $6,842-0.6% | $5,982+13.7% |
| Admin fee / account holder | $63,272 | $10,807+485.5% | $9,309+579.7% | $11,246+462.6% |