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 | $638,963 | $202,432+215.6% | $169,368+277.3% | $139,434+358.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.40% | 531.74%-511.3pp | 405.60%-385.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,656 | $4,692-0.8% | $4,013+16.0% | $4,751-2.0% |
| Participant deferral / active EE | $13,599 | $6,938+96.0% | $6,221+118.6% | $6,710+102.7% |
| Admin fee / account holder | $8,831 | $10,708-17.5% | $9,003-1.9% | $11,403-22.5% |