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 | $399,451 | $124,185+221.7% | $108,410+268.5% | $167,490+138.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.77% | 1379.64%-1363.9pp | 905.27%-889.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $7,300 | $4,187+74.4% | $3,558+105.2% | $4,837+50.9% |
| Participant deferral / active EE | $26,350 | $6,908+281.4% | $6,563+301.5% | $6,341+315.5% |
| Admin fee / account holder | $2,045 | $9,455-78.4% | $7,295-72.0% | $12,309-83.4% |