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 | $263,361 | $104,251+152.6% | $91,001+189.4% | $147,584+78.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 22.10% | 27.06%-5.0pp | 4.60%+17.5pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,916 | $3,116-38.5% | $2,456-22.0% | $4,876-60.7% |
| Participant deferral / active EE | $12,333 | $4,195+194.0% | $3,547+247.7% | $5,439+126.8% |
| Admin fee / account holder | $492 | $8,948-94.5% | $5,417-90.9% | $10,885-95.5% |