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 | $354,468 | $95,862+269.8% | $79,550+345.6% | $134,475+163.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.22% | -2.69%-17.5pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $13,555 | $3,128+333.3% | $2,413+461.7% | $4,740+186.0% |
| Participant deferral / active EE | $9,885 | $4,693+110.6% | $3,985+148.0% | $6,400+54.5% |
| Admin fee / account holder | $1,847 | $9,126-79.8% | $6,832-73.0% | $11,426-83.8% |