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 | $364,461 | $105,859+244.3% | $90,160+304.2% | $147,584+147.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.25% | 37.63%-19.4pp | 34.88%-16.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $7,315 | $4,126+77.3% | $3,318+120.5% | $4,876+50.0% |
| Participant deferral / active EE | $1,664 | $5,733-71.0% | $5,288-68.5% | $5,439-69.4% |
| Admin fee / account holder | $14,723 | $8,046+83.0% | $5,943+147.7% | $10,885+35.3% |