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 7-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 | $404,255 | $197,591+104.6% | $177,821+127.3% | $158,922+154.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16914.87% | 58.76%+16856.1pp | 48.32%+16866.5pp | 302.83%+16612.0pp |
| Employer contribution / active EE | $2,072 | $6,697-69.1% | $5,918-65.0% | $4,761-56.5% |
| Participant deferral / active EE | $11,947 | $8,405+42.1% | $7,714+54.9% | $5,982+99.7% |
| Admin fee / account holder | $659 | $15,399-95.7% | $12,427-94.7% | $11,246-94.1% |