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 8-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 | $378,332 | $183,519+106.2% | $155,509+143.3% | $145,922+159.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.51% | 61.17%-24.7pp | 64.67%-28.2pp | 561.29%-524.8pp |
| Employer contribution / active EE | $1,736 | $5,313-67.3% | $4,672-62.8% | $4,660-62.7% |
| Participant deferral / active EE | $10,800 | $6,462+67.1% | $5,626+92.0% | $6,688+61.5% |
| Admin fee / account holder | $12,132 | $19,313-37.2% | $15,912-23.8% | $13,397-9.4% |