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 | $696,264 | $179,726+287.4% | $156,263+345.6% | $142,382+389.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 13.29% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $21,571 | $5,069+325.5% | $4,333+397.8% | $4,299+401.8% |
| Participant deferral / active EE | $19,599 | $6,956+181.8% | $6,158+218.2% | $6,507+201.2% |
| Admin fee / account holder | $4,473 | $17,272-74.1% | $14,255-68.6% | $12,624-64.6% |