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 | $302,678 | $111,754+170.8% | $103,333+192.9% | $145,922+107.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.28% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,003 | $4,212-5.0% | $3,868+3.5% | $4,660-14.1% |
| Participant deferral / active EE | $13,684 | $5,619+143.6% | $5,057+170.6% | $6,688+104.6% |
| Admin fee / account holder | $4,572 | $9,750-53.1% | $8,355-45.3% | $13,397-65.9% |