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 | $334,550 | $154,117+117.1% | $129,995+157.4% | $139,434+139.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 32.48%-16.5pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $13,258 | $5,289+150.7% | $4,320+206.9% | $4,751+179.1% |
| Participant deferral / active EE | $9,316 | $6,710+38.8% | $5,820+60.1% | $6,710+38.8% |
| Admin fee / account holder | $5,696 | $14,007-59.3% | $10,614-46.3% | $11,403-50.0% |