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 | $792,350 | $217,402+264.5% | $185,823+326.4% | $167,490+373.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.78% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,000 | $5,873-14.9% | $5,167-3.2% | $4,837+3.4% |
| Participant deferral / active EE | $7,222 | $6,356+13.6% | $5,568+29.7% | $6,341+13.9% |
| Admin fee / account holder | $3,582 | $19,811-81.9% | $16,237-77.9% | $12,309-70.9% |