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 | $422,673 | $209,336+101.9% | $197,124+114.4% | $137,256+207.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.00% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,248 | $6,591-35.6% | $6,227-31.8% | $4,156+2.2% |
| Participant deferral / active EE | $22,850 | $9,614+137.7% | $9,135+150.1% | $6,407+256.7% |
| Admin fee / account holder | $1,118 | $17,308-93.5% | $16,298-93.1% | $12,270-90.9% |