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 | $280,021 | $99,877+180.4% | $84,966+229.6% | $145,922+91.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.40% | 83.76%-55.4pp | 66.38%-38.0pp | 561.29%-532.9pp |
| Employer contribution / active EE | $3,506 | $3,231+8.5% | $2,727+28.6% | $4,660-24.8% |
| Participant deferral / active EE | $7,012 | $5,291+32.5% | $4,519+55.2% | $6,688+4.8% |
| Admin fee / account holder | $78,634 | $7,248+984.9% | $6,149+1178.9% | $13,397+487.0% |