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 9-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 | $398,181 | $85,766+364.3% | $136,294+192.1% | $70,131+467.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.40% | 31.45%-14.1pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $8,603 | $2,966+190.0% | $4,695+83.2% | $2,342+267.3% |
| Participant deferral / active EE | $12,321 | $5,051+143.9% | $6,247+97.2% | $3,332+269.8% |
| Admin fee / account holder | $3,455 | $5,420-36.3% | $9,243-62.6% | $4,645-25.6% |