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 | $1,918,005 | $183,519+945.1% | $155,509+1133.4% | $145,922+1214.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.37% | 61.17%-29.8pp | 64.67%-33.3pp | 561.29%-529.9pp |
| Employer contribution / active EE | $24,431 | $5,313+359.9% | $4,672+422.9% | $4,660+424.3% |
| Participant deferral / active EE | $15,507 | $6,462+139.9% | $5,626+175.6% | $6,688+131.9% |
| Admin fee / account holder | $104,203 | $19,313+439.5% | $15,912+554.9% | $13,397+677.8% |