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 6-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 | $516,487 | $95,266+442.2% | $82,389+526.9% | $142,382+262.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 13.31% | 25.74%-12.4pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,626 | $2,991+54.7% | $2,517+83.8% | $4,299+7.6% |
| Participant deferral / active EE | $14,852 | $4,809+208.8% | $4,155+257.5% | $6,507+128.2% |
| Admin fee / account holder | $36,253 | $8,563+323.3% | $7,231+401.4% | $12,624+187.2% |