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 | $306,890 | $209,832+46.3% | $189,513+61.9% | $167,490+83.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.48% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,350 | $6,914-37.1% | $6,162-29.4% | $4,837-10.1% |
| Participant deferral / active EE | $13,457 | $8,935+50.6% | $8,221+63.7% | $6,341+112.2% |
| Admin fee / account holder | $563 | $14,293-96.1% | $12,045-95.3% | $12,309-95.4% |