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 | $1,644,204 | $209,411+685.2% | $178,490+821.2% | $158,922+934.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.91% | 188.75%-169.8pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $28,125 | $5,706+392.9% | $5,011+461.3% | $4,761+490.7% |
| Participant deferral / active EE | $17,875 | $5,954+200.2% | $5,202+243.6% | $5,982+198.8% |
| Admin fee / account holder | $6,040 | $17,074-64.6% | $13,984-56.8% | $11,246-46.3% |