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 | $284,006 | $115,770+145.3% | $101,248+180.5% | $158,922+78.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.87% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,303 | $4,175-44.8% | $3,660-37.1% | $4,761-51.6% |
| Participant deferral / active EE | $8,248 | $4,957+66.4% | $4,370+88.7% | $5,982+37.9% |
| Admin fee / account holder | $2,605 | $7,245-64.0% | $5,945-56.2% | $11,246-76.8% |