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 | $1,262,408 | $201,272+527.2% | $184,203+585.3% | $145,922+765.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.69% | 29.00%-0.3pp | 28.81%-0.1pp | 561.29%-532.6pp |
| Employer contribution / active EE | $27,386 | $7,022+290.0% | $6,427+326.1% | $4,660+487.7% |
| Participant deferral / active EE | $17,744 | $9,806+80.9% | $9,131+94.3% | $6,688+165.3% |
| Admin fee / account holder | $66,707 | $16,364+307.7% | $13,901+379.9% | $13,397+397.9% |