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 | $266,354 | $112,096+137.6% | $95,952+177.6% | $158,922+67.6% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 17.79% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,350 | $3,198-57.8% | $2,541-46.9% | $4,761-71.6% |
| Participant deferral / active EE | $4,347 | $4,784-9.1% | $4,167+4.3% | $5,982-27.3% |
| Admin fee / account holder | $4,553 | $10,130-55.1% | $6,795-33.0% | $11,246-59.5% |