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 | $477,612 | $159,934+198.6% | $147,005+224.9% | $145,959+227.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.38% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $3,490 | $5,287-34.0% | $4,934-29.3% | $4,661-25.1% |
| Participant deferral / active EE | $8,999 | $8,427+6.8% | $8,070+11.5% | $6,689+34.5% |
| Admin fee / account holder | $35,196 | $15,053+133.8% | $13,006+170.6% | $13,398+162.7% |