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 | $1,668,130 | $226,064+637.9% | $182,532+813.9% | $152,861+991.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.72% | 192.51%-161.8pp | 148.54%-117.8pp | 345.32%-314.6pp |
| Employer contribution / active EE | $17,999 | $4,978+261.5% | $4,076+341.6% | $4,762+277.9% |
| Participant deferral / active EE | $18,600 | $6,368+192.1% | $5,524+236.7% | $5,850+217.9% |
| Admin fee / account holder | $31,587 | $10,703+195.1% | $8,592+267.6% | $11,596+172.4% |