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 | $362,779 | $107,334+238.0% | $92,893+290.5% | $152,861+137.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 55.60% | 145.58%-90.0pp | 109.41%-53.8pp | 345.32%-289.7pp |
| Employer contribution / active EE | $11,713 | $4,221+177.5% | $3,653+220.7% | $4,762+146.0% |
| Participant deferral / active EE | $2,936 | $4,845-39.4% | $4,236-30.7% | $5,850-49.8% |
| Admin fee / account holder | $95,752 | $7,079+1252.6% | $5,794+1552.6% | $11,596+725.7% |