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 | $309,102 | $154,117+100.6% | $129,995+137.8% | $139,434+121.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.10% | 32.48%-14.4pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,646 | $5,289-31.1% | $4,320-15.6% | $4,751-23.3% |
| Participant deferral / active EE | $4,788 | $6,710-28.6% | $5,820-17.7% | $6,710-28.6% |
| Admin fee / account holder | $582 | $14,007-95.8% | $10,614-94.5% | $11,403-94.9% |