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 | $366,552 | $154,117+137.8% | $129,995+182.0% | $139,434+162.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.6pp |
| Employer contribution / active EE | $49,774 | $5,289+841.1% | $4,320+1052.3% | $4,751+947.7% |
| Participant deferral / active EE | $11,748 | $6,710+75.1% | $5,820+101.9% | $6,710+75.1% |
| Admin fee / account holder | $12,557 | $14,007-10.4% | $10,614+18.3% | $11,403+10.1% |