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 | $677,418 | $202,432+234.6% | $169,368+300.0% | $139,434+385.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.22% | 531.74%-516.5pp | 405.60%-390.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $13,678 | $4,692+191.5% | $4,013+240.9% | $4,751+187.9% |
| Participant deferral / active EE | $7,500 | $6,938+8.1% | $6,221+20.6% | $6,710+11.8% |
| Admin fee / account holder | $2,030 | $10,708-81.0% | $9,003-77.4% | $11,403-82.2% |