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 | $301,551 | $209,832+43.7% | $189,513+59.1% | $167,490+80.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.40% | 748.27%-725.9pp | 555.15%-532.8pp | 478.56%-456.2pp |
| Employer contribution / active EE | $24,211 | $6,914+250.2% | $6,162+292.9% | $4,837+400.5% |
| Participant deferral / active EE | $15,854 | $8,935+77.4% | $8,221+92.8% | $6,341+150.0% |
| Admin fee / account holder | $18,247 | $14,293+27.7% | $12,045+51.5% | $12,309+48.2% |