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 | $485,335 | $198,466+144.5% | $170,442+184.8% | $147,584+228.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.65% | 257.29%-242.6pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,158 | $6,184-65.1% | $5,433-60.3% | $4,876-55.7% |
| Participant deferral / active EE | $9,033 | $5,629+60.5% | $4,939+82.9% | $5,439+66.1% |
| Admin fee / account holder | $20,543 | $16,852+21.9% | $13,880+48.0% | $10,885+88.7% |