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 | $297,978 | $124,319+139.7% | $111,297+167.7% | $167,490+77.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 25.56% | 37.44%-11.9pp | 54.65%-29.1pp | 478.56%-453.0pp |
| Employer contribution / active EE | $3,094 | $3,435-10.0% | $2,731+13.3% | $4,837-36.1% |
| Participant deferral / active EE | $7,492 | $5,180+44.6% | $4,487+66.9% | $6,341+18.1% |
| Admin fee / account holder | $10,592 | $10,618-0.2% | $7,964+33.0% | $12,309-14.0% |