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 | $336,956 | $166,020+103.0% | $164,866+104.4% | $145,959+130.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 20.99% | 100.08%-79.1pp | 69.97%-49.0pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,348 | $5,275-55.5% | $4,343-45.9% | $4,661-49.6% |
| Participant deferral / active EE | $12,495 | $6,961+79.5% | $6,033+107.1% | $6,689+86.8% |
| Admin fee / account holder | $3,810 | $16,644-77.1% | $12,689-70.0% | $13,398-71.6% |