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 | $403,595 | $209,411+92.7% | $178,490+126.1% | $158,922+154.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 54.61% | 188.75%-134.1pp | 151.07%-96.5pp | 302.83%-248.2pp |
| Employer contribution / active EE | $10,346 | $5,706+81.3% | $5,011+106.5% | $4,761+117.3% |
| Participant deferral / active EE | $10,514 | $5,954+76.6% | $5,202+102.1% | $5,982+75.8% |
| Admin fee / account holder | $4,833 | $17,074-71.7% | $13,984-65.4% | $11,246-57.0% |