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 | $359,188 | $165,984+116.4% | $164,813+117.9% | $145,922+146.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 17.81% | 100.03%-82.2pp | 69.93%-52.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $11,382 | $5,273+115.8% | $4,341+162.2% | $4,660+144.3% |
| Participant deferral / active EE | $16,260 | $6,959+133.6% | $6,031+169.6% | $6,688+143.1% |
| Admin fee / account holder | $4,233 | $16,648-74.6% | $12,690-66.6% | $13,397-68.4% |