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 | $1,018,027 | $124,319+718.9% | $111,297+814.7% | $167,490+507.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.71% | 37.44%-26.7pp | 54.65%-43.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $34,616 | $3,435+907.6% | $2,731+1167.5% | $4,837+615.6% |
| Participant deferral / active EE | $26,000 | $5,180+401.9% | $4,487+479.4% | $6,341+310.0% |
| Admin fee / account holder | $7,711 | $10,618-27.4% | $7,964-3.2% | $12,309-37.4% |