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 9-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 | $339,266 | $183,592+84.8% | $155,567+118.1% | $145,959+132.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.71% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,490 | $5,315-72.0% | $4,674-68.1% | $4,661-68.0% |
| Participant deferral / active EE | $8,613 | $6,464+33.2% | $5,628+53.0% | $6,689+28.8% |
| Admin fee / account holder | $1,568 | $19,318-91.9% | $15,916-90.1% | $13,398-88.3% |