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 4-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 | $343,724 | $214,378+60.3% | $200,582+71.4% | $142,382+141.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 58.30% | 46.41%+11.9pp | 42.33%+16.0pp | 217.08%-158.8pp |
| Employer contribution / active EE | $34,621 | $6,841+406.0% | $6,419+439.4% | $4,299+705.3% |
| Participant deferral / active EE | $21,830 | $9,865+121.3% | $9,331+133.9% | $6,507+235.5% |
| Admin fee / account holder | $84,906 | $17,692+379.9% | $16,305+420.8% | $12,624+572.6% |