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 | $452,307 | $176,812+155.8% | $146,665+208.4% | $167,490+170.1% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 9.36% | 24.03%-14.7pp | 22.74%-13.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $12,192 | $5,160+136.3% | $4,136+194.7% | $4,837+152.0% |
| Participant deferral / active EE | $6,896 | $6,440+7.1% | $5,506+25.3% | $6,341+8.8% |
| Admin fee / account holder | $90,603 | $13,259+583.3% | $10,280+781.4% | $12,309+636.1% |