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 | $729,252 | $172,111+323.7% | $150,298+385.2% | $137,256+431.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 17.63% | 69.37%-51.7pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $12,246 | $4,636+164.1% | $4,154+194.8% | $4,156+194.7% |
| Participant deferral / active EE | $11,284 | $6,166+83.0% | $5,453+106.9% | $6,407+76.1% |
| Admin fee / account holder | $7,444 | $16,471-54.8% | $14,116-47.3% | $12,270-39.3% |