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 | $524,269 | $209,411+150.4% | $178,490+193.7% | $158,922+229.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.77% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $12,224 | $5,706+114.2% | $5,011+144.0% | $4,761+156.7% |
| Participant deferral / active EE | $7,336 | $5,954+23.2% | $5,202+41.0% | $5,982+22.6% |
| Admin fee / account holder | $6,594 | $17,074-61.4% | $13,984-52.8% | $11,246-41.4% |