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 | $476,590 | $104,251+357.2% | $91,001+423.7% | $147,584+222.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.30% | 27.06%-10.8pp | 4.60%+11.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,000 | $3,116-3.7% | $2,456+22.2% | $4,876-38.5% |
| Participant deferral / active EE | $3,000 | $4,195-28.5% | $3,547-15.4% | $5,439-44.8% |
| Admin fee / account holder | $20,429 | $8,948+128.3% | $5,417+277.1% | $10,885+87.7% |