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 | $312,896 | $140,940+122.0% | $112,229+178.8% | $139,434+124.4% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.53% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $17,676 | $4,283+312.7% | $3,430+415.3% | $4,751+272.1% |
| Participant deferral / active EE | $11,856 | $5,874+101.8% | $4,798+147.1% | $6,710+76.7% |
| Admin fee / account holder | $5,406 | $9,954-45.7% | $7,748-30.2% | $11,403-52.6% |