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 | $419,018 | $127,777+227.9% | $106,548+293.3% | $167,490+150.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.40% | 33.87%-21.5pp | 26.80%-14.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $21,487 | $3,427+527.1% | $2,819+662.3% | $4,837+344.2% |
| Participant deferral / active EE | $10,854 | $5,087+113.4% | $4,398+146.8% | $6,341+71.2% |
| Admin fee / account holder | $32,410 | $11,228+188.7% | $7,407+337.5% | $12,309+163.3% |