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 | $335,765 | $155,788+115.5% | $124,672+169.3% | $167,490+100.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.97% | 17.97%-4.0pp | 5142.93%-5129.0pp | 478.56%-464.6pp |
| Employer contribution / active EE | $6,150 | $4,163+47.7% | $3,324+85.0% | $4,837+27.1% |
| Participant deferral / active EE | $14,199 | $5,673+150.3% | $4,614+207.7% | $6,341+123.9% |
| Admin fee / account holder | $6,254 | $9,531-34.4% | $7,493-16.5% | $12,309-49.2% |