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 | $822,994 | $175,202+369.7% | $149,673+449.9% | $139,434+490.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 88.67% | 166.71%-78.0pp | 134.42%-45.7pp | 372.94%-284.3pp |
| Employer contribution / active EE | $13,925 | $5,474+154.4% | $4,818+189.0% | $4,751+193.1% |
| Participant deferral / active EE | $9,262 | $6,519+42.1% | $5,680+63.1% | $6,710+38.0% |
| Admin fee / account holder | $20,961 | $16,150+29.8% | $13,210+58.7% | $11,403+83.8% |