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 8-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 | $289,165 | $163,101+77.3% | $136,749+111.5% | $142,382+103.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.43% | 27.54%-14.1pp | 24.33%-10.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,847 | $4,117+66.3% | $3,400+101.4% | $4,299+59.3% |
| Participant deferral / active EE | $15,000 | $5,585+168.6% | $4,692+219.7% | $6,507+130.5% |
| Admin fee / account holder | $1,742 | $14,318-87.8% | $11,386-84.7% | $12,624-86.2% |