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 | $413,673 | $100,852+310.2% | $90,404+357.6% | $158,922+160.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 61.09% | 1724.20%-1663.1pp | 1293.02%-1231.9pp | 302.83%-241.7pp |
| Employer contribution / active EE | $6,577 | $3,689+78.3% | $3,262+101.6% | $4,761+38.1% |
| Participant deferral / active EE | $6,705 | $4,348+54.2% | $3,963+69.2% | $5,982+12.1% |
| Admin fee / account holder | $129,671 | $6,501+1894.6% | $5,611+2211.1% | $11,246+1053.1% |