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 | $270,493 | $183,963+47.0% | $162,163+66.8% | $152,861+77.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.59% | 150.76%-135.2pp | 115.59%-100.0pp | 345.32%-329.7pp |
| Employer contribution / active EE | $6,517 | $6,371+2.3% | $5,614+16.1% | $4,762+36.8% |
| Participant deferral / active EE | $11,233 | $8,034+39.8% | $7,298+53.9% | $5,850+92.0% |
| Admin fee / account holder | $20,795 | $13,121+58.5% | $10,843+91.8% | $11,596+79.3% |