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 | $406,316 | $118,849+241.9% | $96,562+320.8% | $167,490+142.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 11.79% | 50.49%-38.7pp | 37.78%-26.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,337 | $3,120-25.1% | $2,356-0.8% | $4,837-51.7% |
| Participant deferral / active EE | $2,605 | $4,616-43.6% | $3,849-32.3% | $6,341-58.9% |
| Admin fee / account holder | $1,113 | $8,065-86.2% | $6,181-82.0% | $12,309-91.0% |