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 | $276,879 | $98,750+180.4% | $149,696+85.0% | $79,858+246.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.4pp |
| Annual return | 23.41% | 27.43%-4.0pp | 276.60%-253.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $3,306 | $3,216+2.8% | $4,644-28.8% | $2,471+33.8% |
| Participant deferral / active EE | $10,007 | $5,680+76.2% | $6,842+46.3% | $3,740+167.6% |
| Admin fee / account holder | $31,027 | $6,053+412.6% | $9,309+233.3% | $5,306+484.7% |