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 4-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 | $286,127 | $154,117+85.7% | $129,995+120.1% | $139,434+105.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2195.91% | 32.48%+2163.4pp | -137.18%+2333.1pp | 372.94%+1823.0pp |
| Employer contribution / active EE | $14,876 | $5,289+181.3% | $4,320+244.4% | $4,751+213.1% |
| Participant deferral / active EE | $12,553 | $6,710+87.1% | $5,820+115.7% | $6,710+87.1% |
| Admin fee / account holder | $741 | $14,007-94.7% | $10,614-93.0% | $11,403-93.5% |