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 | $403,623 | $214,378+88.3% | $200,582+101.2% | $142,382+183.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.93% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $8,658 | $6,841+26.5% | $6,419+34.9% | $4,299+101.4% |
| Participant deferral / active EE | $15,949 | $9,865+61.7% | $9,331+70.9% | $6,507+145.1% |
| Admin fee / account holder | $57,842 | $17,692+226.9% | $16,305+254.8% | $12,624+358.2% |