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 6-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 | $289,031 | $198,466+45.6% | $170,442+69.6% | $147,584+95.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.17% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $11,657 | $6,184+88.5% | $5,433+114.6% | $4,876+139.0% |
| Participant deferral / active EE | $5,755 | $5,629+2.2% | $4,939+16.5% | $5,439+5.8% |
| Admin fee / account holder | $3,630 | $16,852-78.5% | $13,880-73.9% | $10,885-66.7% |