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 9-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 | $322,011 | $202,318+59.2% | $172,739+86.4% | $152,861+110.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.35% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,472 | $5,856-40.7% | $5,143-32.5% | $4,762-27.1% |
| Participant deferral / active EE | $5,293 | $5,948-11.0% | $5,198+1.8% | $5,850-9.5% |
| Admin fee / account holder | $40,589 | $17,109+137.2% | $13,954+190.9% | $11,596+250.0% |