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 | $852,654 | $202,318+321.4% | $172,739+393.6% | $152,861+457.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 29.87% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.4pp |
| Employer contribution / active EE | $13,555 | $5,856+131.5% | $5,143+163.6% | $4,762+184.6% |
| Participant deferral / active EE | $6,944 | $5,948+16.7% | $5,198+33.6% | $5,850+18.7% |
| Admin fee / account holder | $2,053 | $17,109-88.0% | $13,954-85.3% | $11,596-82.3% |