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 9-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 | $577,498 | $173,345+233.2% | $136,007+324.6% | $145,922+295.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1163.32%-1149.7pp | 579.32%-565.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $10,494 | $5,278+98.8% | $4,217+148.9% | $4,660+125.2% |
| Participant deferral / active EE | $23,000 | $8,699+164.4% | $7,025+227.4% | $6,688+243.9% |
| Admin fee / account holder | $9,632 | $9,954-3.2% | $6,858+40.4% | $13,397-28.1% |