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 | $415,832 | $142,405+192.0% | $115,157+261.1% | $152,861+172.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.39% | 41.48%-28.1pp | 35.60%-22.2pp | 345.32%-331.9pp |
| Employer contribution / active EE | $23,038 | $4,010+474.6% | $3,179+624.8% | $4,762+383.8% |
| Participant deferral / active EE | $8,150 | $5,164+57.8% | $4,168+95.5% | $5,850+39.3% |
| Admin fee / account holder | $15,592 | $8,462+84.3% | $7,088+120.0% | $11,596+34.5% |