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 5-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 | $265,928 | $209,336+27.0% | $197,124+34.9% | $137,256+93.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.29% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $12,055 | $6,591+82.9% | $6,227+93.6% | $4,156+190.1% |
| Participant deferral / active EE | $19,106 | $9,614+98.7% | $9,135+109.2% | $6,407+198.2% |
| Admin fee / account holder | $1,984 | $17,308-88.5% | $16,298-87.8% | $12,270-83.8% |