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 | $686,905 | $106,890+542.6% | $84,015+717.6% | $152,861+349.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.10% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $12,496 | $2,734+357.0% | $1,983+530.0% | $4,762+162.4% |
| Participant deferral / active EE | $18,980 | $4,011+373.2% | $3,239+486.0% | $5,850+224.4% |
| Admin fee / account holder | $4,456 | $8,285-46.2% | $6,101-27.0% | $11,596-61.6% |