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 | $389,338 | $172,111+126.2% | $150,298+159.0% | $137,256+183.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.32% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $14,639 | $4,636+215.8% | $4,154+252.4% | $4,156+252.2% |
| Participant deferral / active EE | $12,472 | $6,166+102.3% | $5,453+128.7% | $6,407+94.7% |
| Admin fee / account holder | $9,715 | $16,471-41.0% | $14,116-31.2% | $12,270-20.8% |