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 | $278,623 | $160,055+74.1% | $140,016+99.0% | $135,375+105.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.25% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $5,477 | $6,420-14.7% | $5,606-2.3% | $4,779+14.6% |
| Participant deferral / active EE | $8,767 | $7,642+14.7% | $6,927+26.6% | $5,609+56.3% |
| Admin fee / account holder | $11,415 | $13,328-14.4% | $10,705+6.6% | $10,827+5.4% |