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 9-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 | $358,762 | $90,590+296.0% | $90,782+295.2% | $135,375+165.0% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+9.0pp | 82.6%+9.0pp |
| Annual return | 15.27% | -3.40%+18.7pp | -3.42%+18.7pp | 519.73%-504.5pp |
| Employer contribution / active EE | $17,827 | $4,352+309.6% | $4,105+334.3% | $4,779+273.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $86,802 | $7,683+1029.8% | $5,908+1369.3% | $10,827+701.7% |