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 | $734,927 | $124,319+491.2% | $111,297+560.3% | $167,490+338.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.61% | 37.44%-21.8pp | 54.65%-39.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,410 | $3,435+28.4% | $2,731+61.5% | $4,837-8.8% |
| Participant deferral / active EE | $8,702 | $5,180+68.0% | $4,487+93.9% | $6,341+37.2% |
| Admin fee / account holder | $19,138 | $10,618+80.2% | $7,964+140.3% | $12,309+55.5% |