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 | $410,809 | $159,934+156.9% | $147,005+179.5% | $145,959+181.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,806 | $5,287-9.1% | $4,934-2.6% | $4,661+3.1% |
| Participant deferral / active EE | $15,660 | $8,427+85.8% | $8,070+94.1% | $6,689+134.1% |
| Admin fee / account holder | $3,335 | $15,053-77.8% | $13,006-74.4% | $13,398-75.1% |