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 | $426,445 | $104,974+306.2% | $95,585+346.1% | $142,382+199.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.21% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $9,730 | $2,779+250.2% | $2,527+285.1% | $4,299+126.3% |
| Participant deferral / active EE | $11,742 | $4,352+169.8% | $4,023+191.9% | $6,507+80.4% |
| Admin fee / account holder | $3,909 | $6,386-38.8% | $6,127-36.2% | $12,624-69.0% |