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 | $522,346 | $214,378+143.7% | $200,582+160.4% | $142,382+266.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.14% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $19,519 | $6,841+185.3% | $6,419+204.1% | $4,299+354.0% |
| Participant deferral / active EE | $32,463 | $9,865+229.1% | $9,331+247.9% | $6,507+398.9% |
| Admin fee / account holder | $11,807 | $17,692-33.3% | $16,305-27.6% | $12,624-6.5% |