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 | $785,684 | $107,452+631.2% | $91,541+758.3% | $142,382+451.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.85% | 22.06%-5.2pp | 20.50%-3.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,794 | $2,994+293.9% | $2,505+370.9% | $4,299+174.3% |
| Participant deferral / active EE | $13,092 | $4,754+175.4% | $4,008+226.7% | $6,507+101.2% |
| Admin fee / account holder | $22,174 | $8,834+151.0% | $6,956+218.8% | $12,624+75.7% |