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 | $354,478 | $105,126+237.2% | $94,646+274.5% | $139,434+154.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.44% | 38.03%-19.6pp | 156.71%-138.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,343 | $4,106-18.6% | $3,672-9.0% | $4,751-29.6% |
| Participant deferral / active EE | $16,069 | $7,599+111.5% | $7,418+116.6% | $6,710+139.5% |
| Admin fee / account holder | $337 | $8,984-96.2% | $7,231-95.3% | $11,403-97.0% |