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 | $352,766 | $210,648+67.5% | $177,989+98.2% | $145,922+141.8% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 14.48% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,076 | $4,565+11.2% | $3,949+28.5% | $4,660+8.9% |
| Participant deferral / active EE | $14,281 | $6,958+105.3% | $6,276+127.5% | $6,688+113.5% |
| Admin fee / account holder | $9,995 | $12,013-16.8% | $10,363-3.6% | $13,397-25.4% |