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 | $495,905 | $95,266+420.5% | $82,389+501.9% | $142,382+248.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 19.07% | 25.74%-6.7pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $16,740 | $2,991+459.7% | $2,517+565.1% | $4,299+289.4% |
| Participant deferral / active EE | $9,989 | $4,809+107.7% | $4,155+140.4% | $6,507+53.5% |
| Admin fee / account holder | $5,259 | $8,563-38.6% | $7,231-27.3% | $12,624-58.3% |