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 | $382,394 | $176,056+117.2% | $159,436+139.8% | $167,490+128.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.21% | 331.75%-320.5pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $26,050 | $5,297+391.8% | $4,829+439.4% | $4,837+438.5% |
| Participant deferral / active EE | $8,083 | $7,750+4.3% | $7,352+9.9% | $6,341+27.5% |
| Admin fee / account holder | $3,624 | $12,554-71.1% | $10,799-66.4% | $12,309-70.6% |