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 | $366,754 | $95,266+285.0% | $82,389+345.2% | $142,382+157.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.05% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,265 | $2,991+9.1% | $2,517+29.7% | $4,299-24.1% |
| Participant deferral / active EE | $11,650 | $4,809+142.3% | $4,155+180.4% | $6,507+79.0% |
| Admin fee / account holder | $3,240 | $8,563-62.2% | $7,231-55.2% | $12,624-74.3% |