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 | $996,103 | $118,450+740.9% | $98,439+911.9% | $139,434+614.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 18.94%-8.7pp | 21.16%-10.9pp | 372.94%-362.7pp |
| Employer contribution / active EE | $7,475 | $3,609+107.1% | $3,048+145.2% | $4,751+57.3% |
| Participant deferral / active EE | $17,700 | $5,392+228.3% | $4,738+273.6% | $6,710+163.8% |
| Admin fee / account holder | $6,983 | $14,026-50.2% | $8,948-22.0% | $11,403-38.8% |