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 | $341,227 | $102,604+232.6% | $86,188+295.9% | $139,434+144.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.43% | 1922.51%-1900.1pp | 1168.45%-1146.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $6,847 | $3,032+125.8% | $2,380+187.7% | $4,751+44.1% |
| Participant deferral / active EE | $6,529 | $4,676+39.6% | $3,985+63.8% | $6,710-2.7% |
| Admin fee / account holder | $620 | $8,657-92.8% | $6,852-90.9% | $11,403-94.6% |