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 | $794,851 | $176,377+350.7% | $134,143+492.5% | $158,922+400.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.96% | 63.63%-56.7pp | 36.33%-29.4pp | 302.83%-295.9pp |
| Employer contribution / active EE | $35,000 | $5,040+594.4% | $3,704+845.0% | $4,761+635.1% |
| Participant deferral / active EE | $8,667 | $4,091+111.8% | $3,499+147.7% | $5,982+44.9% |
| Admin fee / account holder | $6,468 | $8,718-25.8% | $6,684-3.2% | $11,246-42.5% |