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 | $347,259 | $135,635+156.0% | $110,238+215.0% | $135,375+156.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.51% | 513.19%-503.7pp | 314.74%-305.2pp | 519.73%-510.2pp |
| Employer contribution / active EE | $14,697 | $4,906+199.5% | $3,826+284.1% | $4,779+207.5% |
| Participant deferral / active EE | $2,361 | $5,506-57.1% | $4,672-49.5% | $5,609-57.9% |
| Admin fee / account holder | $2,814 | $11,457-75.4% | $8,547-67.1% | $10,827-74.0% |