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 | $312,537 | $160,055+95.3% | $140,016+123.2% | $135,375+130.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.80% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $12,892 | $6,420+100.8% | $5,606+130.0% | $4,779+169.8% |
| Participant deferral / active EE | $9,039 | $7,642+18.3% | $6,927+30.5% | $5,609+61.2% |
| Admin fee / account holder | $12,413 | $13,328-6.9% | $10,705+16.0% | $10,827+14.6% |