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 | $296,386 | $209,336+41.6% | $197,124+50.4% | $137,256+115.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.30% | 48.09%-31.8pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,438 | $6,591+73.5% | $6,227+83.7% | $4,156+175.2% |
| Participant deferral / active EE | $35,050 | $9,614+264.6% | $9,135+283.7% | $6,407+447.1% |
| Admin fee / account holder | $1,343 | $17,308-92.2% | $16,298-91.8% | $12,270-89.1% |