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 | $484,009 | $209,411+131.1% | $178,490+171.2% | $158,922+204.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.45% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $6,468 | $5,706+13.3% | $5,011+29.1% | $4,761+35.8% |
| Participant deferral / active EE | $31,330 | $5,954+426.2% | $5,202+502.3% | $5,982+423.7% |
| Admin fee / account holder | $64,726 | $17,074+279.1% | $13,984+362.9% | $11,246+475.6% |