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 | $261,995 | $97,757+168.0% | $83,848+212.5% | $135,375+93.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 8.74% | 1287.37%-1278.6pp | 850.88%-842.1pp | 519.73%-511.0pp |
| Employer contribution / active EE | $14,151 | $4,222+235.2% | $3,631+289.8% | $4,779+196.1% |
| Participant deferral / active EE | $9,645 | $4,682+106.0% | $4,082+136.3% | $5,609+72.0% |
| Admin fee / account holder | $1,591 | $6,674-76.2% | $5,478-71.0% | $10,827-85.3% |