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 | $390,019 | $159,901+143.9% | $146,958+165.4% | $145,922+167.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,816 | $5,286-65.6% | $4,933-63.2% | $4,660-61.0% |
| Participant deferral / active EE | $16,115 | $8,428+91.2% | $8,070+99.7% | $6,688+141.0% |
| Admin fee / account holder | $622 | $15,044-95.9% | $12,998-95.2% | $13,397-95.4% |