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 | $273,550 | $90,348+202.8% | $75,972+260.1% | $145,922+87.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.50% | 620.88%-599.4pp | 359.55%-338.0pp | 561.29%-539.8pp |
| Employer contribution / active EE | $26,771 | $3,311+708.5% | $2,685+897.1% | $4,660+474.5% |
| Participant deferral / active EE | $10,561 | $5,162+104.6% | $4,255+148.2% | $6,688+57.9% |
| Admin fee / account holder | $1,263 | $8,467-85.1% | $6,467-80.5% | $13,397-90.6% |