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 | $445,762 | $165,335+169.6% | $149,696+197.8% | $158,922+180.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 36.06% | 348.15%-312.1pp | 276.60%-240.5pp | 302.83%-266.8pp |
| Employer contribution / active EE | $14,560 | $5,103+185.3% | $4,644+213.5% | $4,761+205.8% |
| Participant deferral / active EE | $13,325 | $7,181+85.6% | $6,842+94.8% | $5,982+122.7% |
| Admin fee / account holder | $37,780 | $10,807+249.6% | $9,309+305.9% | $11,246+236.0% |