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 | $517,781 | $159,602+224.4% | $150,045+245.1% | $142,382+263.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.79% | 70.24%-55.4pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,918 | $4,961+19.3% | $4,693+26.1% | $4,299+37.7% |
| Participant deferral / active EE | $8,807 | $8,310+6.0% | $7,997+10.1% | $6,507+35.3% |
| Admin fee / account holder | $115,188 | $14,846+675.9% | $13,435+757.4% | $12,624+812.5% |