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 | $607,855 | $162,781+273.4% | $133,956+353.8% | $158,922+282.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.46% | 41.94%-34.5pp | 45.09%-37.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $9,659 | $4,975+94.1% | $3,919+146.5% | $4,761+102.9% |
| Participant deferral / active EE | $12,683 | $5,911+114.6% | $5,048+151.3% | $5,982+112.0% |
| Admin fee / account holder | $5,726 | $11,736-51.2% | $8,927-35.9% | $11,246-49.1% |