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 9-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 | $841,702 | $102,616+720.2% | $81,983+926.7% | $158,922+429.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.63% | 61.04%-42.4pp | 41.31%-22.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $12,041 | $3,240+271.6% | $2,498+382.0% | $4,761+152.9% |
| Participant deferral / active EE | $23,623 | $4,648+408.2% | $3,722+534.7% | $5,982+294.9% |
| Admin fee / account holder | $18,145 | $8,235+120.3% | $5,664+220.4% | $11,246+61.3% |