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 | $546,960 | $114,381+378.2% | $107,525+408.7% | $142,382+284.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.48% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $23,451 | $4,015+484.1% | $3,754+524.8% | $4,299+445.5% |
| Participant deferral / active EE | $22,715 | $5,564+308.2% | $5,116+344.0% | $6,507+249.1% |
| Admin fee / account holder | $4,041 | $9,860-59.0% | $8,919-54.7% | $12,624-68.0% |