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 | $299,708 | $183,963+62.9% | $162,163+84.8% | $152,861+96.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.75% | 150.76%-126.0pp | 115.59%-90.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $29,477 | $6,371+362.7% | $5,614+425.1% | $4,762+519.0% |
| Participant deferral / active EE | $19,504 | $8,034+142.8% | $7,298+167.2% | $5,850+233.4% |
| Admin fee / account holder | $15,114 | $13,121+15.2% | $10,843+39.4% | $11,596+30.3% |