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 5-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 | $384,268 | $163,101+135.6% | $136,749+181.0% | $142,382+169.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.51% | 27.54%-15.0pp | 24.33%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $807 | $4,117-80.4% | $3,400-76.3% | $4,299-81.2% |
| Participant deferral / active EE | $24,380 | $5,585+336.5% | $4,692+419.6% | $6,507+274.7% |
| Admin fee / account holder | $1,000 | $14,318-93.0% | $11,386-91.2% | $12,624-92.1% |