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 9-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 | $253,369 | $104,974+141.4% | $95,585+165.1% | $142,382+77.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.42% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,026 | $2,779+332.8% | $2,527+376.0% | $4,299+179.7% |
| Participant deferral / active EE | $12,709 | $4,352+192.0% | $4,023+215.9% | $6,507+95.3% |
| Admin fee / account holder | $1,231 | $6,386-80.7% | $6,127-79.9% | $12,624-90.2% |