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 | $776,062 | $118,680+553.9% | $98,907+684.6% | $158,922+388.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.85% | 372.35%-357.5pp | 196.43%-181.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $35,139 | $3,333+954.3% | $2,689+1206.8% | $4,761+638.0% |
| Participant deferral / active EE | $22,750 | $5,088+347.2% | $4,244+436.0% | $5,982+280.3% |
| Admin fee / account holder | $3,249 | $10,131-67.9% | $6,642-51.1% | $11,246-71.1% |