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 5-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 | $330,142 | $148,534+122.3% | $135,903+142.9% | $139,434+136.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,390 | $5,243-35.3% | $4,856-30.2% | $4,751-28.6% |
| Participant deferral / active EE | $30,000 | $8,100+270.4% | $7,758+286.7% | $6,710+347.1% |
| Admin fee / account holder | $319 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |