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 | $263,224 | $96,635+172.4% | $86,612+203.9% | $139,434+88.8% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 14.48% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,028 | $3,263-68.5% | $3,022-66.0% | $4,751-78.4% |
| Participant deferral / active EE | $2,692 | $4,836-44.3% | $4,438-39.3% | $6,710-59.9% |
| Admin fee / account holder | $48,178 | $6,408+651.9% | $5,614+758.1% | $11,403+322.5% |