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 | $375,952 | $95,266+294.6% | $82,389+356.3% | $142,382+164.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.49% | 25.74%-12.2pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $16,887 | $2,991+464.6% | $2,517+570.9% | $4,299+292.8% |
| Participant deferral / active EE | $13,933 | $4,809+189.7% | $4,155+235.4% | $6,507+114.1% |
| Admin fee / account holder | $51,219 | $8,563+498.1% | $7,231+608.4% | $12,624+305.7% |