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 | $306,609 | $118,849+158.0% | $96,562+217.5% | $167,490+83.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.17% | 50.49%-41.3pp | 37.78%-28.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $7,832 | $3,120+151.0% | $2,356+232.3% | $4,837+61.9% |
| Participant deferral / active EE | $2,000 | $4,616-56.7% | $3,849-48.0% | $6,341-68.5% |
| Admin fee / account holder | $14,167 | $8,065+75.7% | $6,181+129.2% | $12,309+15.1% |