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 | $1,017,054 | $175,202+480.5% | $149,673+579.5% | $139,434+629.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.89% | 166.71%-130.8pp | 134.42%-98.5pp | 372.94%-337.1pp |
| Employer contribution / active EE | $15,274 | $5,474+179.0% | $4,818+217.0% | $4,751+221.5% |
| Participant deferral / active EE | $13,125 | $6,519+101.3% | $5,680+131.1% | $6,710+95.6% |
| Admin fee / account holder | $11,044 | $16,150-31.6% | $13,210-16.4% | $11,403-3.1% |