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 | $645,573 | $210,648+206.5% | $177,989+262.7% | $145,922+342.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.49% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,136 | $4,565+34.4% | $3,949+55.4% | $4,660+31.7% |
| Participant deferral / active EE | $18,114 | $6,958+160.3% | $6,276+188.6% | $6,688+170.9% |
| Admin fee / account holder | $172,832 | $12,013+1338.7% | $10,363+1567.7% | $13,397+1190.1% |