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 8-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 | $428,364 | $117,841+263.5% | $102,423+318.2% | $145,922+193.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.74% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $19,612 | $3,615+442.6% | $3,023+548.7% | $4,660+320.9% |
| Participant deferral / active EE | $14,196 | $5,731+147.7% | $5,053+180.9% | $6,688+112.3% |
| Admin fee / account holder | $2,477 | $13,326-81.4% | $9,451-73.8% | $13,397-81.5% |