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 | $342,378 | $104,907+226.4% | $84,611+304.7% | $152,861+124.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.24% | 373.79%-352.6pp | 258.74%-237.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,082 | $3,302+53.9% | $2,652+91.6% | $4,762+6.7% |
| Participant deferral / active EE | $17,100 | $4,688+264.8% | $3,899+338.6% | $5,850+192.3% |
| Admin fee / account holder | $3,494 | $6,241-44.0% | $4,912-28.9% | $11,596-69.9% |