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 | $600,860 | $133,958+348.5% | $112,228+435.4% | $134,475+346.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.49% | 47.11%-53.6pp | 27.45%-33.9pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,899 | $4,038-53.0% | $3,635-47.7% | $4,740-59.9% |
| Participant deferral / active EE | $21,033 | $5,291+297.6% | $4,728+344.9% | $6,400+228.7% |
| Admin fee / account holder | $14,150 | $7,489+89.0% | $6,410+120.8% | $11,426+23.8% |