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 | $1,740,210 | $165,984+948.4% | $164,813+955.9% | $145,922+1092.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 34.61% | 100.03%-65.4pp | 69.93%-35.3pp | 561.29%-526.7pp |
| Employer contribution / active EE | $4,702 | $5,273-10.8% | $4,341+8.3% | $4,660+0.9% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $13,497 | $16,648-18.9% | $12,690+6.4% | $13,397+0.7% |