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 | $390,330 | $155,788+150.6% | $124,672+213.1% | $167,490+133.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.09% | 17.97%-6.9pp | 5142.93%-5131.8pp | 478.56%-467.5pp |
| Employer contribution / active EE | $25,848 | $4,163+520.9% | $3,324+677.7% | $4,837+434.3% |
| Participant deferral / active EE | $4,435 | $5,673-21.8% | $4,614-3.9% | $6,341-30.1% |
| Admin fee / account holder | $131,959 | $9,531+1284.6% | $7,493+1661.1% | $12,309+972.1% |