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 5-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 | $452,723 | $175,202+158.4% | $149,673+202.5% | $139,434+224.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.46% | 166.71%-152.2pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $8,500 | $5,474+55.3% | $4,818+76.4% | $4,751+78.9% |
| Participant deferral / active EE | $24,000 | $6,519+268.2% | $5,680+322.5% | $6,710+257.7% |
| Admin fee / account holder | $4,262 | $16,150-73.6% | $13,210-67.7% | $11,403-62.6% |