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 | $402,754 | $171,865+134.3% | $149,718+169.0% | $147,584+172.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.44% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $7,323 | $6,275+16.7% | $5,445+34.5% | $4,876+50.2% |
| Participant deferral / active EE | $5,353 | $7,271-26.4% | $6,569-18.5% | $5,439-1.6% |
| Admin fee / account holder | $58,991 | $13,799+327.5% | $11,283+422.8% | $10,885+441.9% |