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 | $349,931 | $90,348+287.3% | $75,972+360.6% | $145,922+139.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.50% | 620.88%-607.4pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $37,914 | $3,311+1045.1% | $2,685+1312.1% | $4,660+713.7% |
| Participant deferral / active EE | $17,636 | $5,162+241.7% | $4,255+314.4% | $6,688+163.7% |
| Admin fee / account holder | $3,750 | $8,467-55.7% | $6,467-42.0% | $13,397-72.0% |