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 | $619,720 | $100,970+513.8% | $96,576+541.7% | $137,256+351.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.64% | 38.16%-17.5pp | 38.47%-17.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,188 | $3,809-16.3% | $3,553-10.3% | $4,156-23.3% |
| Participant deferral / active EE | $10,077 | $8,286+21.6% | $7,956+26.7% | $6,407+57.3% |
| Admin fee / account holder | $5,556 | $11,312-50.9% | $11,381-51.2% | $12,270-54.7% |