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 | $279,641 | $209,411+33.5% | $178,490+56.7% | $158,922+76.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.95% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $12,347 | $5,706+116.4% | $5,011+146.4% | $4,761+159.3% |
| Participant deferral / active EE | $6,835 | $5,954+14.8% | $5,202+31.4% | $5,982+14.2% |
| Admin fee / account holder | $1,214 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |