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 | $349,111 | $165,335+111.2% | $149,696+133.2% | $158,922+119.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.39% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $18,357 | $5,103+259.8% | $4,644+295.3% | $4,761+285.6% |
| Participant deferral / active EE | $17,938 | $7,181+149.8% | $6,842+162.2% | $5,982+199.9% |
| Admin fee / account holder | $1,792 | $10,807-83.4% | $9,309-80.7% | $11,246-84.1% |