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 | $463,588 | $124,319+272.9% | $111,297+316.5% | $167,490+176.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.29% | 37.44%-26.1pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $16,671 | $3,435+385.3% | $2,731+510.4% | $4,837+244.6% |
| Participant deferral / active EE | $12,480 | $5,180+140.9% | $4,487+178.1% | $6,341+96.8% |
| Admin fee / account holder | $12,204 | $10,618+14.9% | $7,964+53.2% | $12,309-0.9% |