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 | $352,222 | $150,440+134.1% | $136,294+158.4% | $147,584+138.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 19.39% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $18,105 | $5,256+244.5% | $4,695+285.6% | $4,876+271.3% |
| Participant deferral / active EE | $12,911 | $6,630+94.7% | $6,247+106.7% | $5,439+137.4% |
| Admin fee / account holder | $7,231 | $10,905-33.7% | $9,243-21.8% | $10,885-33.6% |