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 | $345,632 | $165,335+109.0% | $149,696+130.9% | $158,922+117.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.19% | 348.15%-313.0pp | 276.60%-241.4pp | 302.83%-267.6pp |
| Employer contribution / active EE | $2,002 | $5,103-60.8% | $4,644-56.9% | $4,761-58.0% |
| Participant deferral / active EE | $6,968 | $7,181-3.0% | $6,842+1.8% | $5,982+16.5% |
| Admin fee / account holder | $6,649 | $10,807-38.5% | $9,309-28.6% | $11,246-40.9% |