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 3-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 | $257,250 | $165,984+55.0% | $164,813+56.1% | $145,922+76.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 205.94% | 100.03%+105.9pp | 69.93%+136.0pp | 561.29%-355.3pp |
| Employer contribution / active EE | $7,906 | $5,273+49.9% | $4,341+82.1% | $4,660+69.7% |
| Participant deferral / active EE | $32,901 | $6,959+372.8% | $6,031+445.5% | $6,688+392.0% |
| Admin fee / account holder | $27,307 | $16,648+64.0% | $12,690+115.2% | $13,397+103.8% |