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 | $253,406 | $157,256+61.1% | $141,162+79.5% | $152,861+65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.83% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,330 | $5,261-55.7% | $4,735-50.8% | $4,762-51.1% |
| Participant deferral / active EE | $5,742 | $7,109-19.2% | $6,709-14.4% | $5,850-1.8% |
| Admin fee / account holder | $11,414 | $12,120-5.8% | $10,261+11.2% | $11,596-1.6% |