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 7-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 | $319,161 | $104,974+204.0% | $95,585+233.9% | $142,382+124.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.55% | 210.33%-192.8pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $46,363 | $2,779+1568.6% | $2,527+1735.0% | $4,299+978.4% |
| Participant deferral / active EE | $11,950 | $4,352+174.6% | $4,023+197.1% | $6,507+83.6% |
| Admin fee / account holder | $365 | $6,386-94.3% | $6,127-94.0% | $12,624-97.1% |