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 6-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 | $255,253 | $132,634+92.4% | $115,768+120.5% | $137,256+86.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.53% | 160.70%-147.2pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,642 | $3,360+97.7% | $2,940+125.9% | $4,156+59.8% |
| Participant deferral / active EE | $25,704 | $5,619+357.5% | $4,917+422.8% | $6,407+301.2% |
| Admin fee / account holder | $3,709 | $15,028-75.3% | $12,439-70.2% | $12,270-69.8% |