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 | $290,182 | $226,064+28.4% | $182,532+59.0% | $152,861+89.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.90% | 192.51%-183.6pp | 148.54%-139.6pp | 345.32%-336.4pp |
| Employer contribution / active EE | $5,320 | $4,978+6.9% | $4,076+30.5% | $4,762+11.7% |
| Participant deferral / active EE | $2,778 | $6,368-56.4% | $5,524-49.7% | $5,850-52.5% |
| Admin fee / account holder | $3,846 | $10,703-64.1% | $8,592-55.2% | $11,596-66.8% |