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 | $373,161 | $135,635+175.1% | $110,238+238.5% | $135,375+175.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.82% | 513.19%-504.4pp | 314.74%-305.9pp | 519.73%-510.9pp |
| Employer contribution / active EE | $13,442 | $4,906+174.0% | $3,826+251.3% | $4,779+181.3% |
| Participant deferral / active EE | $9,194 | $5,506+67.0% | $4,672+96.8% | $5,609+63.9% |
| Admin fee / account holder | $1,583 | $11,457-86.2% | $8,547-81.5% | $10,827-85.4% |