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 | $2,371,534 | $201,272+1078.3% | $184,203+1187.5% | $145,922+1525.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.62% | 29.00%-2.4pp | 28.81%-2.2pp | 561.29%-534.7pp |
| Employer contribution / active EE | $28,500 | $7,022+305.9% | $6,427+343.4% | $4,660+511.6% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,131+234.0% | $6,688+356.1% |
| Admin fee / account holder | $52,920 | $16,364+223.4% | $13,901+280.7% | $13,397+295.0% |