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 | $884,167 | $70,756+1149.6% | $65,493+1250.0% | $142,382+521.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.57% | 1754.89%-1738.3pp | 982.45%-965.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $16,539 | $2,881+474.1% | $2,574+542.5% | $4,299+284.7% |
| Participant deferral / active EE | $15,500 | $4,637+234.2% | $3,961+291.3% | $6,507+138.2% |
| Admin fee / account holder | $3,346 | $6,559-49.0% | $5,028-33.5% | $12,624-73.5% |