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 | $529,483 | $105,126+403.7% | $94,646+459.4% | $139,434+279.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.84% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,617 | $4,106-36.2% | $3,672-28.7% | $4,751-44.9% |
| Participant deferral / active EE | $22,129 | $7,599+191.2% | $7,418+198.3% | $6,710+229.8% |
| Admin fee / account holder | $14,287 | $8,984+59.0% | $7,231+97.6% | $11,403+25.3% |