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 | $726,811 | $175,202+314.8% | $149,673+385.6% | $139,434+421.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.03% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,042 | $5,474-26.2% | $4,818-16.1% | $4,751-14.9% |
| Participant deferral / active EE | $12,152 | $6,519+86.4% | $5,680+113.9% | $6,710+81.1% |
| Admin fee / account holder | $98,565 | $16,150+510.3% | $13,210+646.1% | $11,403+764.4% |