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 | $514,795 | $109,327+370.9% | $89,391+475.9% | $158,922+223.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.70% | 345.68%-338.0pp | 245.62%-237.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $20,146 | $3,170+535.6% | $2,586+679.2% | $4,761+323.1% |
| Participant deferral / active EE | $23,514 | $4,598+411.4% | $3,890+504.5% | $5,982+293.1% |
| Admin fee / account holder | $6,753 | $6,153+9.8% | $4,881+38.3% | $11,246-40.0% |