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 | $296,003 | $102,966+187.5% | $90,281+227.9% | $152,861+93.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.59% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $19,883 | $3,139+533.5% | $2,854+596.6% | $4,762+317.5% |
| Participant deferral / active EE | $13,422 | $4,281+213.5% | $3,885+245.5% | $5,850+129.4% |
| Admin fee / account holder | $19,404 | $6,171+214.5% | $5,351+262.6% | $11,596+67.3% |