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 | $278,538 | $140,940+97.6% | $112,229+148.2% | $139,434+99.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.81% | 32.71%-18.9pp | 30.20%-16.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,024 | $4,283-29.4% | $3,430-11.8% | $4,751-36.3% |
| Participant deferral / active EE | $8,813 | $5,874+50.0% | $4,798+83.7% | $6,710+31.3% |
| Admin fee / account holder | $1,302 | $9,954-86.9% | $7,748-83.2% | $11,403-88.6% |