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 | $526,668 | $157,256+234.9% | $141,162+273.1% | $152,861+244.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.82% | 64.32%-48.5pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,958 | $5,261-24.8% | $4,735-16.4% | $4,762-16.9% |
| Participant deferral / active EE | $13,133 | $7,109+84.7% | $6,709+95.8% | $5,850+124.5% |
| Admin fee / account holder | $3,335 | $12,120-72.5% | $10,261-67.5% | $11,596-71.2% |