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 | $310,083 | $85,022+264.7% | $70,515+339.7% | $139,434+122.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.73% | 30.38%-17.7pp | 32.77%-20.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,117 | $3,909+5.3% | $2,973+38.4% | $4,751-13.4% |
| Participant deferral / active EE | $16,141 | $5,890+174.0% | $4,567+253.4% | $6,710+140.5% |
| Admin fee / account holder | $2,661 | $8,906-70.1% | $6,412-58.5% | $11,403-76.7% |