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 | $399,710 | $149,734+166.9% | $118,925+236.1% | $158,922+151.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.29% | 19.95%-0.7pp | 35.88%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $17,797 | $4,115+332.5% | $3,263+445.5% | $4,761+273.8% |
| Participant deferral / active EE | $9,875 | $5,223+89.1% | $4,265+131.5% | $5,982+65.1% |
| Admin fee / account holder | $7,032 | $8,603-18.3% | $6,581+6.9% | $11,246-37.5% |