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 | $421,991 | $175,202+140.9% | $149,673+181.9% | $139,434+202.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $5,169 | $5,474-5.6% | $4,818+7.3% | $4,751+8.8% |
| Participant deferral / active EE | $12,669 | $6,519+94.3% | $5,680+123.0% | $6,710+88.8% |
| Admin fee / account holder | $14,567 | $16,150-9.8% | $13,210+10.3% | $11,403+27.7% |