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 | $272,049 | $138,044+97.1% | $125,339+117.1% | $134,475+102.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.09% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $14,180 | $5,243+170.4% | $4,814+194.6% | $4,740+199.2% |
| Participant deferral / active EE | $15,809 | $7,799+102.7% | $7,446+112.3% | $6,400+147.0% |
| Admin fee / account holder | $6,581 | $11,571-43.1% | $10,010-34.3% | $11,426-42.4% |