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 | $976,289 | $133,958+628.8% | $112,228+769.9% | $134,475+626.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,233 | $4,038-19.9% | $3,635-11.1% | $4,740-31.8% |
| Participant deferral / active EE | $7,350 | $5,291+38.9% | $4,728+55.5% | $6,400+14.8% |
| Admin fee / account holder | $11,052 | $7,489+47.6% | $6,410+72.4% | $11,426-3.3% |