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 6-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 | $349,904 | $185,822+88.3% | $169,993+105.8% | $139,434+150.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.48% | 60.50%-44.0pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,475 | $7,590-14.7% | $6,785-4.6% | $4,751+36.3% |
| Participant deferral / active EE | $20,800 | $11,622+79.0% | $10,408+99.9% | $6,710+210.0% |
| Admin fee / account holder | $3,523 | $15,381-77.1% | $12,815-72.5% | $11,403-69.1% |