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 | $270,007 | $202,318+33.5% | $172,739+56.3% | $152,861+76.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 21.24% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,763 | $5,856-1.6% | $5,143+12.1% | $4,762+21.0% |
| Participant deferral / active EE | $4,063 | $5,948-31.7% | $5,198-21.8% | $5,850-30.6% |
| Admin fee / account holder | $4,088 | $17,109-76.1% | $13,954-70.7% | $11,596-64.7% |