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 | $731,419 | $124,281+488.5% | $109,143+570.1% | $167,490+336.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.60% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $4,356 | $4,207+3.5% | $3,722+17.0% | $4,837-10.0% |
| Participant deferral / active EE | $20,769 | $5,255+295.2% | $4,653+346.3% | $6,341+227.5% |
| Admin fee / account holder | $9,997 | $7,970+25.4% | $6,752+48.1% | $12,309-18.8% |