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 | $512,363 | $88,751+477.3% | $81,812+526.3% | $145,922+251.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.10% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,573 | $3,083-16.6% | $2,912-11.7% | $4,660-44.8% |
| Participant deferral / active EE | $6,810 | $4,643+46.7% | $4,319+57.7% | $6,688+1.8% |
| Admin fee / account holder | $1,438 | $8,415-82.9% | $7,386-80.5% | $13,397-89.3% |