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 | $337,156 | $176,812+90.7% | $146,665+129.9% | $167,490+101.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.97% | 24.03%-5.1pp | 22.74%-3.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $12,425 | $5,160+140.8% | $4,136+200.4% | $4,837+156.9% |
| Participant deferral / active EE | $7,765 | $6,440+20.6% | $5,506+41.0% | $6,341+22.4% |
| Admin fee / account holder | $1,493 | $13,259-88.7% | $10,280-85.5% | $12,309-87.9% |