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 | $702,224 | $165,984+323.1% | $164,813+326.1% | $145,922+381.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.02% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $25,522 | $5,273+384.0% | $4,341+488.0% | $4,660+447.7% |
| Participant deferral / active EE | $15,506 | $6,959+122.8% | $6,031+157.1% | $6,688+131.9% |
| Admin fee / account holder | $4,180 | $16,648-74.9% | $12,690-67.1% | $13,397-68.8% |