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 | $394,902 | $175,202+125.4% | $149,673+163.8% | $139,434+183.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.97% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $12,336 | $5,474+125.3% | $4,818+156.0% | $4,751+159.7% |
| Participant deferral / active EE | $9,222 | $6,519+41.5% | $5,680+62.4% | $6,710+37.4% |
| Admin fee / account holder | $1,424 | $16,150-91.2% | $13,210-89.2% | $11,403-87.5% |