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 | $256,691 | $104,664+145.3% | $85,682+199.6% | $167,490+53.3% |
| Participation rate | 89.5% | 76.4%+13.1pp | 69.9%+19.6pp | 82.1%+7.4pp |
| Annual return | 16.82% | 21.45%-4.6pp | 21.49%-4.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,616 | $3,337-51.6% | $2,618-38.3% | $4,837-66.6% |
| Participant deferral / active EE | $7,742 | $4,824+60.5% | $3,923+97.4% | $6,341+22.1% |
| Admin fee / account holder | $20,737 | $10,032+106.7% | $6,873+201.7% | $12,309+68.5% |