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 | $1,834,870 | $183,519+899.8% | $155,509+1079.9% | $145,922+1157.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.90% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $6,802 | $5,313+28.0% | $4,672+45.6% | $4,660+46.0% |
| Participant deferral / active EE | $13,367 | $6,462+106.8% | $5,626+137.6% | $6,688+99.9% |
| Admin fee / account holder | $14,006 | $19,313-27.5% | $15,912-12.0% | $13,397+4.5% |