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 | $1,955,830 | $201,272+871.7% | $184,203+961.8% | $145,922+1240.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.00%-14.6pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,717 | $7,022-75.5% | $6,427-73.3% | $4,660-63.2% |
| Participant deferral / active EE | $4,862 | $9,806-50.4% | $9,131-46.8% | $6,688-27.3% |
| Admin fee / account holder | $4,373 | $16,364-73.3% | $13,901-68.5% | $13,397-67.4% |