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 | $457,947 | $150,187+204.9% | $120,354+280.5% | $145,922+213.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.66% | 154.07%-143.4pp | 107.15%-96.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,210 | $4,348-3.2% | $3,463+21.6% | $4,660-9.7% |
| Participant deferral / active EE | $4,113 | $6,173-33.4% | $4,991-17.6% | $6,688-38.5% |
| Admin fee / account holder | $10,249 | $12,207-16.0% | $9,423+8.8% | $13,397-23.5% |