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 | $328,552 | $171,865+91.2% | $149,718+119.4% | $147,584+122.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.54% | 2113.22%-2099.7pp | 1501.63%-1488.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,038 | $6,275-19.7% | $5,445-7.5% | $4,876+3.3% |
| Participant deferral / active EE | $14,196 | $7,271+95.2% | $6,569+116.1% | $5,439+161.0% |
| Admin fee / account holder | $8,033 | $13,799-41.8% | $11,283-28.8% | $10,885-26.2% |