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 | $293,388 | $109,817+167.2% | $98,442+198.0% | $167,490+75.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.21% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $5,122 | $3,224+58.9% | $2,960+73.1% | $4,837+5.9% |
| Participant deferral / active EE | $7,634 | $4,673+63.3% | $4,276+78.5% | $6,341+20.4% |
| Admin fee / account holder | $2,645 | $6,753-60.8% | $5,949-55.5% | $12,309-78.5% |