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 | $264,395 | $110,261+139.8% | $95,745+176.1% | $139,434+89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.66% | 27.11%-11.4pp | 28.35%-12.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,689 | $3,257+44.0% | $2,835+65.4% | $4,751-1.3% |
| Participant deferral / active EE | $18,058 | $4,676+286.2% | $4,245+325.5% | $6,710+169.1% |
| Admin fee / account holder | $951 | $6,613-85.6% | $5,678-83.3% | $11,403-91.7% |