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 | $415,030 | $74,888+454.2% | $71,209+482.8% | $142,382+191.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.82% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $19,123 | $2,854+570.0% | $2,721+602.8% | $4,299+344.8% |
| Participant deferral / active EE | $7,833 | $4,454+75.9% | $4,175+87.6% | $6,507+20.4% |
| Admin fee / account holder | $3,371 | $5,568-39.5% | $5,349-37.0% | $12,624-73.3% |