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 | $290,700 | $175,202+65.9% | $149,673+94.2% | $139,434+108.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.26% | 166.71%-138.4pp | 134.42%-106.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $8,526 | $5,474+55.7% | $4,818+77.0% | $4,751+79.5% |
| Participant deferral / active EE | $31,530 | $6,519+383.7% | $5,680+455.1% | $6,710+369.9% |
| Admin fee / account holder | $16,751 | $16,150+3.7% | $13,210+26.8% | $11,403+46.9% |