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 | $332,316 | $183,963+80.6% | $162,163+104.9% | $152,861+117.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.66% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $15,111 | $6,371+137.2% | $5,614+169.2% | $4,762+217.3% |
| Participant deferral / active EE | $8,399 | $8,034+4.5% | $7,298+15.1% | $5,850+43.6% |
| Admin fee / account holder | $735 | $13,121-94.4% | $10,843-93.2% | $11,596-93.7% |