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 | $623,715 | $209,336+197.9% | $197,124+216.4% | $137,256+354.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.21% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $9,772 | $6,591+48.3% | $6,227+56.9% | $4,156+135.1% |
| Participant deferral / active EE | $3,291 | $9,614-65.8% | $9,135-64.0% | $6,407-48.6% |
| Admin fee / account holder | $14,286 | $17,308-17.5% | $16,298-12.3% | $12,270+16.4% |