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 | $319,574 | $168,632+89.5% | $147,614+116.5% | $125,391+154.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.17% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $8,345 | $6,252+33.5% | $5,564+50.0% | $4,866+71.5% |
| Participant deferral / active EE | $8,687 | $5,507+57.8% | $4,895+77.5% | $5,352+62.3% |
| Admin fee / account holder | $53,213 | $13,580+291.9% | $11,611+358.3% | $9,540+457.8% |