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 8-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 | $567,446 | $201,272+181.9% | $184,203+208.1% | $145,922+288.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 87.67% | 29.00%+58.7pp | 28.81%+58.9pp | 561.29%-473.6pp |
| Employer contribution / active EE | $24,376 | $7,022+247.2% | $6,427+279.3% | $4,660+423.1% |
| Participant deferral / active EE | $9,035 | $9,806-7.9% | $9,131-1.1% | $6,688+35.1% |
| Admin fee / account holder | $49,225 | $16,364+200.8% | $13,901+254.1% | $13,397+267.4% |