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 | $1,537,880 | $198,466+674.9% | $170,442+802.3% | $147,584+942.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.01% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,878 | $6,184-69.6% | $5,433-65.4% | $4,876-61.5% |
| Participant deferral / active EE | $4,867 | $5,629-13.5% | $4,939-1.5% | $5,439-10.5% |
| Admin fee / account holder | $57,388 | $16,852+240.5% | $13,880+313.4% | $10,885+427.2% |