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 | $326,530 | $135,635+140.7% | $110,238+196.2% | $135,375+141.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 10.27% | 513.19%-502.9pp | 314.74%-304.5pp | 519.73%-509.5pp |
| Employer contribution / active EE | $3,499 | $4,906-28.7% | $3,826-8.5% | $4,779-26.8% |
| Participant deferral / active EE | $11,500 | $5,506+108.8% | $4,672+146.2% | $5,609+105.0% |
| Admin fee / account holder | $10,015 | $11,457-12.6% | $8,547+17.2% | $10,827-7.5% |