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 | $297,022 | $133,922+121.8% | $116,228+155.6% | $142,382+108.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 14.45% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,996 | $3,446+248.1% | $2,994+300.6% | $4,299+179.0% |
| Participant deferral / active EE | $5,056 | $5,672-10.9% | $4,953+2.1% | $6,507-22.3% |
| Admin fee / account holder | $382 | $14,945-97.4% | $11,989-96.8% | $12,624-97.0% |