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 | $326,550 | $91,190+258.1% | $178,490+83.0% | $79,858+308.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.51% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $9,058 | $3,256+178.2% | $5,011+80.8% | $2,471+266.6% |
| Participant deferral / active EE | $5,031 | $3,236+55.5% | $5,202-3.3% | $3,740+34.5% |
| Admin fee / account holder | $7,673 | $6,751+13.7% | $13,984-45.1% | $5,306+44.6% |