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 | $289,917 | $91,538+216.7% | $129,995+123.0% | $75,163+285.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.44% | -631.11%+652.5pp | -137.18%+158.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $6,728 | $2,845+136.5% | $4,320+55.8% | $2,670+152.0% |
| Participant deferral / active EE | $7,840 | $4,341+80.6% | $5,820+34.7% | $4,125+90.0% |
| Admin fee / account holder | $4,810 | $6,790-29.2% | $10,614-54.7% | $5,651-14.9% |