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 | $495,017 | $99,020+399.9% | $86,590+471.7% | $147,584+235.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.16% | 1312.34%-1290.2pp | 964.84%-942.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $7,531 | $3,132+140.5% | $2,839+165.2% | $4,876+54.4% |
| Participant deferral / active EE | $17,459 | $3,972+339.5% | $3,609+383.8% | $5,439+221.0% |
| Admin fee / account holder | $3,798 | $5,710-33.5% | $4,906-22.6% | $10,885-65.1% |