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 | $569,118 | $115,770+391.6% | $101,248+462.1% | $158,922+258.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.82% | 56.14%-33.3pp | 46.47%-23.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,817 | $4,175-56.5% | $3,660-50.3% | $4,761-61.8% |
| Participant deferral / active EE | $7,577 | $4,957+52.8% | $4,370+73.4% | $5,982+26.7% |
| Admin fee / account holder | $4,508 | $7,245-37.8% | $5,945-24.2% | $11,246-59.9% |