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 | $250,887 | $106,890+134.7% | $84,015+198.6% | $152,861+64.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.01% | 104.99%-83.0pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,034 | $2,734+10.9% | $1,983+52.9% | $4,762-36.3% |
| Participant deferral / active EE | $6,652 | $4,011+65.8% | $3,239+105.4% | $5,850+13.7% |
| Admin fee / account holder | $1,234 | $8,285-85.1% | $6,101-79.8% | $11,596-89.4% |