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 | $522,281 | $157,256+232.1% | $141,162+270.0% | $152,861+241.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 22.95% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,587 | $5,261-12.8% | $4,735-3.1% | $4,762-3.7% |
| Participant deferral / active EE | $12,662 | $7,109+78.1% | $6,709+88.7% | $5,850+116.4% |
| Admin fee / account holder | $35,898 | $12,120+196.2% | $10,261+249.8% | $11,596+209.6% |