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 9-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 | $270,625 | $171,865+57.5% | $149,718+80.8% | $147,584+83.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.62% | 2113.22%-2097.6pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,427 | $6,275-29.5% | $5,445-18.7% | $4,876-9.2% |
| Participant deferral / active EE | $10,459 | $7,271+43.8% | $6,569+59.2% | $5,439+92.3% |
| Admin fee / account holder | $4,312 | $13,799-68.8% | $11,283-61.8% | $10,885-60.4% |