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 | $343,632 | $96,305+256.8% | $80,569+326.5% | $139,434+146.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 13.91% | 1350.08%-1336.2pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,313 | $3,262+62.9% | $2,723+95.1% | $4,751+11.8% |
| Participant deferral / active EE | $5,014 | $5,232-4.2% | $4,447+12.7% | $6,710-25.3% |
| Admin fee / account holder | $3,039 | $6,599-53.9% | $5,377-43.5% | $11,403-73.3% |