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 | $565,456 | $149,040+279.4% | $120,225+370.3% | $137,256+312.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.65% | 605.68%-591.0pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $22,167 | $4,350+409.6% | $3,475+537.8% | $4,156+433.4% |
| Participant deferral / active EE | $14,680 | $4,655+215.4% | $3,999+267.1% | $6,407+129.1% |
| Admin fee / account holder | $1,553 | $6,348-75.5% | $5,696-72.7% | $12,270-87.3% |