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 | $302,189 | $135,635+122.8% | $110,238+174.1% | $135,375+123.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.63% | 513.19%-517.8pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $36,667 | $4,906+647.3% | $3,826+858.2% | $4,779+667.3% |
| Participant deferral / active EE | $10,167 | $5,506+84.6% | $4,672+117.6% | $5,609+81.3% |
| Admin fee / account holder | $2,856 | $11,457-75.1% | $8,547-66.6% | $10,827-73.6% |