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 | $274,202 | $118,680+131.0% | $98,907+177.2% | $158,922+72.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 14.64% | 372.35%-357.7pp | 196.43%-181.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $17,308 | $3,333+419.3% | $2,689+543.7% | $4,761+263.5% |
| Participant deferral / active EE | $8,699 | $5,088+71.0% | $4,244+105.0% | $5,982+45.4% |
| Admin fee / account holder | $3,664 | $10,131-63.8% | $6,642-44.8% | $11,246-67.4% |