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 | $276,924 | $159,901+73.2% | $146,958+88.4% | $145,922+89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.34% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $7,659 | $5,286+44.9% | $4,933+55.3% | $4,660+64.4% |
| Participant deferral / active EE | $23,421 | $8,428+177.9% | $8,070+190.2% | $6,688+250.2% |
| Admin fee / account holder | $2,365 | $15,044-84.3% | $12,998-81.8% | $13,397-82.3% |