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 | $328,851 | $101,069+225.4% | $81,478+303.6% | $147,584+122.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.96% | 32.40%-9.4pp | 38.78%-15.8pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,764 | $3,205-13.8% | $2,568+7.6% | $4,876-43.3% |
| Participant deferral / active EE | $13,792 | $4,242+225.2% | $3,537+290.0% | $5,439+153.6% |
| Admin fee / account holder | $1,762 | $5,812-69.7% | $4,561-61.4% | $10,885-83.8% |