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 | $522,124 | $202,432+157.9% | $169,368+208.3% | $139,434+274.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.40% | 531.74%-519.3pp | 405.60%-393.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $15,899 | $4,692+238.8% | $4,013+296.2% | $4,751+234.7% |
| Participant deferral / active EE | $9,983 | $6,938+43.9% | $6,221+60.5% | $6,710+48.8% |
| Admin fee / account holder | $5,575 | $10,708-47.9% | $9,003-38.1% | $11,403-51.1% |