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 9-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 | $498,300 | $155,788+219.9% | $124,672+299.7% | $167,490+197.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 25.11% | 17.97%+7.1pp | 5142.93%-5117.8pp | 478.56%-453.4pp |
| Employer contribution / active EE | $22,075 | $4,163+430.3% | $3,324+564.2% | $4,837+356.3% |
| Participant deferral / active EE | $11,025 | $5,673+94.3% | $4,614+138.9% | $6,341+73.9% |
| Admin fee / account holder | $4,768 | $9,531-50.0% | $7,493-36.4% | $12,309-61.3% |