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 | $395,449 | $165,335+139.2% | $149,696+164.2% | $158,922+148.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.84% | 348.15%-339.3pp | 276.60%-267.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $5,109 | $5,103+0.1% | $4,644+10.0% | $4,761+7.3% |
| Participant deferral / active EE | $11,512 | $7,181+60.3% | $6,842+68.3% | $5,982+92.4% |
| Admin fee / account holder | $27,419 | $10,807+153.7% | $9,309+194.5% | $11,246+143.8% |