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 | $278,578 | $150,440+85.2% | $136,294+104.4% | $147,584+88.8% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 20.69% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $5,633 | $5,256+7.2% | $4,695+20.0% | $4,876+15.5% |
| Participant deferral / active EE | $11,314 | $6,630+70.6% | $6,247+81.1% | $5,439+108.0% |
| Admin fee / account holder | $4,087 | $10,905-62.5% | $9,243-55.8% | $10,885-62.5% |