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 | $250,325 | $110,809+125.9% | $86,874+188.1% | $167,490+49.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.79% | 116.98%-99.2pp | 63.52%-45.7pp | 478.56%-460.8pp |
| Employer contribution / active EE | $6,886 | $3,244+112.3% | $2,495+176.0% | $4,837+42.3% |
| Participant deferral / active EE | $2,995 | $4,546-34.1% | $3,699-19.0% | $6,341-52.8% |
| Admin fee / account holder | $38,748 | $8,415+360.5% | $5,828+564.9% | $12,309+214.8% |