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 | $253,118 | $99,877+153.4% | $84,966+197.9% | $145,922+73.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 83.76%-72.7pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,345 | $3,231-58.4% | $2,727-50.7% | $4,660-71.1% |
| Participant deferral / active EE | $9,561 | $5,291+80.7% | $4,519+111.6% | $6,688+43.0% |
| Admin fee / account holder | $12,184 | $7,248+68.1% | $6,149+98.1% | $13,397-9.1% |