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 | $293,790 | $102,966+185.3% | $90,281+225.4% | $152,861+92.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 148.70% | 95.16%+53.5pp | 78.10%+70.6pp | 345.32%-196.6pp |
| Employer contribution / active EE | $14,249 | $3,139+354.0% | $2,854+399.2% | $4,762+199.2% |
| Participant deferral / active EE | $10,582 | $4,281+147.2% | $3,885+172.4% | $5,850+80.9% |
| Admin fee / account holder | $5,303 | $6,171-14.1% | $5,351-0.9% | $11,596-54.3% |