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 | $305,020 | $80,717+277.9% | $154,803+97.0% | $84,808+259.7% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 22.48% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $17,591 | $2,761+537.1% | $4,305+308.6% | $2,631+568.6% |
| Participant deferral / active EE | $22,398 | $3,303+578.1% | $5,540+304.3% | $4,212+431.8% |
| Admin fee / account holder | $58,563 | $6,746+768.2% | $14,329+308.7% | $7,344+697.5% |