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 8-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 | $550,603 | $209,411+162.9% | $178,490+208.5% | $158,922+246.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 10.22% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,703 | $5,706-70.2% | $5,011-66.0% | $4,761-64.2% |
| Participant deferral / active EE | $3,966 | $5,954-33.4% | $5,202-23.8% | $5,982-33.7% |
| Admin fee / account holder | $118,760 | $17,074+595.5% | $13,984+749.3% | $11,246+956.0% |