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 | $650,403 | $209,336+210.7% | $197,124+229.9% | $137,256+373.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.41% | 48.09%-27.7pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $31,327 | $6,591+375.3% | $6,227+403.0% | $4,156+653.8% |
| Participant deferral / active EE | $22,900 | $9,614+138.2% | $9,135+150.7% | $6,407+257.4% |
| Admin fee / account holder | $62,987 | $17,308+263.9% | $16,298+286.5% | $12,270+413.3% |