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 8-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 | $276,833 | $85,022+225.6% | $70,515+292.6% | $139,434+98.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.78% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $27,124 | $3,909+593.9% | $2,973+812.2% | $4,751+470.9% |
| Participant deferral / active EE | $13,517 | $5,890+129.5% | $4,567+196.0% | $6,710+101.4% |
| Admin fee / account holder | $1,750 | $8,906-80.4% | $6,412-72.7% | $11,403-84.7% |