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 | $596,565 | $103,031+479.0% | $78,805+657.0% | $357,791+66.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 17.26% | -11.97%+29.2pp | -2.71%+20.0pp | 396.79%-379.5pp |
| Employer contribution / active EE | $17,046 | $6,909+146.7% | $4,059+320.0% | $7,508+127.1% |
| Participant deferral / active EE | $21,660 | $5,060+328.1% | $3,584+504.3% | $5,521+292.3% |
| Admin fee / account holder | $3,038 | $5,883-48.4% | $5,677-46.5% | $28,387-89.3% |