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 | $630,628 | $107,334+487.5% | $92,893+578.9% | $152,861+312.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 83.11% | 145.58%-62.5pp | 109.41%-26.3pp | 345.32%-262.2pp |
| Employer contribution / active EE | $24,464 | $4,221+479.6% | $3,653+569.7% | $4,762+413.7% |
| Participant deferral / active EE | $17,375 | $4,845+258.6% | $4,236+310.2% | $5,850+197.0% |
| Admin fee / account holder | $4,878 | $7,079-31.1% | $5,794-15.8% | $11,596-57.9% |