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 | $342,190 | $202,318+69.1% | $172,739+98.1% | $152,861+123.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.17% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.1pp |
| Employer contribution / active EE | $9,189 | $5,856+56.9% | $5,143+78.7% | $4,762+92.9% |
| Participant deferral / active EE | $10,626 | $5,948+78.6% | $5,198+104.4% | $5,850+81.6% |
| Admin fee / account holder | $2,049 | $17,109-88.0% | $13,954-85.3% | $11,596-82.3% |