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 | $623,075 | $133,922+365.3% | $116,228+436.1% | $142,382+337.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.12% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,394 | $3,446-30.5% | $2,994-20.0% | $4,299-44.3% |
| Participant deferral / active EE | $19,494 | $5,672+243.7% | $4,953+293.6% | $6,507+199.6% |
| Admin fee / account holder | $11,127 | $14,945-25.5% | $11,989-7.2% | $12,624-11.9% |