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 | $288,836 | $96,305+199.9% | $80,569+258.5% | $139,434+107.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.30% | 1350.08%-1324.8pp | 935.43%-910.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $36,667 | $3,262+1024.0% | $2,723+1246.3% | $4,751+671.8% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $137,949 | $6,599+1990.6% | $5,377+2465.5% | $11,403+1109.8% |