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 | $307,406 | $176,812+73.9% | $146,665+109.6% | $167,490+83.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.74% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $9,563 | $5,160+85.3% | $4,136+131.2% | $4,837+97.7% |
| Participant deferral / active EE | $15,099 | $6,440+134.5% | $5,506+174.2% | $6,341+138.1% |
| Admin fee / account holder | $2,013 | $13,259-84.8% | $10,280-80.4% | $12,309-83.6% |