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 9-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 | $302,960 | $104,486+190.0% | $76,817+294.4% | $152,861+98.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.82% | 1013.37%-990.6pp | 1166.11%-1143.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $16,504 | $3,116+429.7% | $2,302+616.9% | $4,762+246.6% |
| Participant deferral / active EE | $12,422 | $4,236+193.3% | $3,336+272.4% | $5,850+112.3% |
| Admin fee / account holder | $17,447 | $12,275+42.1% | $6,420+171.8% | $11,596+50.4% |