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 | $327,979 | $148,534+120.8% | $135,903+141.3% | $139,434+135.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.76% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,221 | $5,243-38.6% | $4,856-33.7% | $4,751-32.2% |
| Participant deferral / active EE | $12,120 | $8,100+49.6% | $7,758+56.2% | $6,710+80.6% |
| Admin fee / account holder | $2,839 | $12,400-77.1% | $10,762-73.6% | $11,403-75.1% |