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 | $594,322 | $140,940+321.7% | $112,229+429.6% | $139,434+326.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 20.69% | 32.71%-12.0pp | 30.20%-9.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $27,328 | $4,283+538.0% | $3,430+696.7% | $4,751+475.2% |
| Participant deferral / active EE | $13,488 | $5,874+129.6% | $4,798+181.1% | $6,710+101.0% |
| Admin fee / account holder | $1,501 | $9,954-84.9% | $7,748-80.6% | $11,403-86.8% |