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 | $598,930 | $201,272+197.6% | $184,203+225.1% | $145,922+310.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.34% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $28,509 | $7,022+306.0% | $6,427+343.6% | $4,660+511.8% |
| Participant deferral / active EE | $14,339 | $9,806+46.2% | $9,131+57.0% | $6,688+114.4% |
| Admin fee / account holder | $20,304 | $16,364+24.1% | $13,901+46.1% | $13,397+51.6% |