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 | $335,869 | $217,402+54.5% | $185,823+80.7% | $167,490+100.5% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 8.98% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $17,399 | $5,873+196.2% | $5,167+236.7% | $4,837+259.7% |
| Participant deferral / active EE | $24,369 | $6,356+283.4% | $5,568+337.7% | $6,341+284.3% |
| Admin fee / account holder | $98,779 | $19,811+398.6% | $16,237+508.3% | $12,309+702.5% |