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 | $363,178 | $140,940+157.7% | $112,229+223.6% | $139,434+160.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.51% | 32.71%-16.2pp | 30.20%-13.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,000 | $4,283+16.7% | $3,430+45.8% | $4,751+5.2% |
| Participant deferral / active EE | $4,811 | $5,874-18.1% | $4,798+0.3% | $6,710-28.3% |
| Admin fee / account holder | $2,563 | $9,954-74.3% | $7,748-66.9% | $11,403-77.5% |