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 3-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 | $277,142 | $111,814+147.9% | $103,374+168.1% | $145,959+89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $5,472 | $4,214+29.9% | $3,869+41.4% | $4,661+17.4% |
| Participant deferral / active EE | $27,975 | $5,618+397.9% | $5,058+453.1% | $6,689+318.3% |
| Admin fee / account holder | $38,093 | $9,754+290.5% | $8,394+353.8% | $13,398+184.3% |