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 9-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 | $496,267 | $117,841+321.1% | $102,423+384.5% | $145,922+240.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.74% | 31.65%-11.9pp | 29.32%-9.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $8,344 | $3,615+130.8% | $3,023+176.0% | $4,660+79.1% |
| Participant deferral / active EE | $24,591 | $5,731+329.1% | $5,053+386.7% | $6,688+267.7% |
| Admin fee / account holder | $769 | $13,326-94.2% | $9,451-91.9% | $13,397-94.3% |