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 | $318,979 | $152,460+109.2% | $118,746+168.6% | $147,584+116.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 20.28% | 17.41%+2.9pp | 24.54%-4.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $7,684 | $5,046+52.3% | $4,193+83.3% | $4,876+57.6% |
| Participant deferral / active EE | $10,095 | $6,212+62.5% | $5,332+89.3% | $5,439+85.6% |
| Admin fee / account holder | $24,379 | $16,953+43.8% | $10,720+127.4% | $10,885+124.0% |