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 | $275,249 | $226,064+21.8% | $182,532+50.8% | $152,861+80.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.81% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $10,370 | $4,978+108.3% | $4,076+154.4% | $4,762+117.8% |
| Participant deferral / active EE | $5,270 | $6,368-17.2% | $5,524-4.6% | $5,850-9.9% |
| Admin fee / account holder | $7,045 | $10,703-34.2% | $8,592-18.0% | $11,596-39.2% |