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 | $2,556,604 | $133,922+1809.0% | $116,228+2099.6% | $142,382+1695.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.11% | 147.76%-132.7pp | 90.06%-74.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $30,000 | $3,446+770.7% | $2,994+901.9% | $4,299+597.8% |
| Participant deferral / active EE | $25,000 | $5,672+340.8% | $4,953+404.7% | $6,507+284.2% |
| Admin fee / account holder | $123,150 | $14,945+724.0% | $11,989+927.2% | $12,624+875.5% |