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 | $254,479 | $105,998+140.1% | $92,233+175.9% | $147,584+72.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.96% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $6,634 | $4,333+53.1% | $3,679+80.3% | $4,876+36.1% |
| Participant deferral / active EE | $6,217 | $4,478+38.8% | $3,897+59.5% | $5,439+14.3% |
| Admin fee / account holder | $3,325 | $6,332-47.5% | $5,194-36.0% | $10,885-69.5% |