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 | $584,127 | $214,378+172.5% | $200,582+191.2% | $142,382+310.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 24.36% | 46.41%-22.0pp | 42.33%-18.0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $11,370 | $6,841+66.2% | $6,419+77.1% | $4,299+164.5% |
| Participant deferral / active EE | $13,553 | $9,865+37.4% | $9,331+45.2% | $6,507+108.3% |
| Admin fee / account holder | $1,552 | $17,692-91.2% | $16,305-90.5% | $12,624-87.7% |