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 10-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 | $440,051 | $111,754+293.8% | $103,333+325.9% | $145,922+201.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 24.77%-8.2pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,561 | $4,212+8.3% | $3,868+17.9% | $4,660-2.1% |
| Participant deferral / active EE | $11,159 | $5,619+98.6% | $5,057+120.6% | $6,688+66.9% |
| Admin fee / account holder | $5,018 | $9,750-48.5% | $8,355-39.9% | $13,397-62.5% |