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 | $499,533 | $106,584+368.7% | $101,326+393.0% | $142,382+250.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 13.22% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,293 | $3,956+84.4% | $3,665+99.0% | $4,299+69.6% |
| Participant deferral / active EE | $21,084 | $8,297+154.1% | $7,994+163.7% | $6,507+224.0% |
| Admin fee / account holder | $92,082 | $11,446+704.5% | $11,185+723.3% | $12,624+629.4% |