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 | $441,435 | $157,256+180.7% | $141,162+212.7% | $152,861+188.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 26.09% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $10,145 | $5,261+92.8% | $4,735+114.2% | $4,762+113.0% |
| Participant deferral / active EE | $13,152 | $7,109+85.0% | $6,709+96.0% | $5,850+124.8% |
| Admin fee / account holder | $1,146 | $12,120-90.5% | $10,261-88.8% | $11,596-90.1% |