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 | $470,704 | $179,726+161.9% | $156,263+201.2% | $142,382+230.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 15.49% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $8,541 | $5,069+68.5% | $4,333+97.1% | $4,299+98.7% |
| Participant deferral / active EE | $15,373 | $6,956+121.0% | $6,158+149.6% | $6,507+136.2% |
| Admin fee / account holder | $2,174 | $17,272-87.4% | $14,255-84.7% | $12,624-82.8% |