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 | $324,032 | $100,852+221.3% | $90,404+258.4% | $158,922+103.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.16% | 1724.20%-1707.0pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,360 | $3,689+18.2% | $3,262+33.7% | $4,761-8.4% |
| Participant deferral / active EE | $9,533 | $4,348+119.3% | $3,963+140.5% | $5,982+59.4% |
| Admin fee / account holder | $412 | $6,501-93.7% | $5,611-92.7% | $11,246-96.3% |