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 | $443,590 | $198,466+123.5% | $170,442+160.3% | $147,584+200.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.29% | 257.29%-236.0pp | 205.93%-184.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $14,758 | $6,184+138.7% | $5,433+171.6% | $4,876+202.6% |
| Participant deferral / active EE | $11,540 | $5,629+105.0% | $4,939+133.6% | $5,439+112.2% |
| Admin fee / account holder | $23,594 | $16,852+40.0% | $13,880+70.0% | $10,885+116.8% |