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 9-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 | $859,062 | $166,020+417.4% | $164,866+421.1% | $145,959+488.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.93% | 100.08%-84.2pp | 69.97%-54.0pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,622 | $5,275-69.3% | $4,343-62.7% | $4,661-65.2% |
| Participant deferral / active EE | $3,572 | $6,961-48.7% | $6,033-40.8% | $6,689-46.6% |
| Admin fee / account holder | $5,977 | $16,644-64.1% | $12,689-52.9% | $13,398-55.4% |