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 | $262,072 | $148,534+76.4% | $135,903+92.8% | $139,434+88.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.55% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $16,914 | $5,243+222.6% | $4,856+248.3% | $4,751+256.0% |
| Participant deferral / active EE | $25,600 | $8,100+216.0% | $7,758+230.0% | $6,710+281.5% |
| Admin fee / account holder | $997 | $12,400-92.0% | $10,762-90.7% | $11,403-91.3% |