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 | $256,853 | $180,449+42.3% | $154,107+66.7% | $135,375+89.7% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -5.19% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,071 | $6,035+17.2% | $5,298+33.5% | $4,779+48.0% |
| Participant deferral / active EE | $7,526 | $5,806+29.6% | $5,081+48.1% | $5,609+34.2% |
| Admin fee / account holder | $918 | $16,143-94.3% | $13,411-93.2% | $10,827-91.5% |