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 | $254,930 | $138,065+84.6% | $123,544+106.3% | $135,375+88.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.12% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,403 | $5,151-33.9% | $4,628-26.5% | $4,779-28.8% |
| Participant deferral / active EE | $10,168 | $6,799+49.5% | $6,426+58.2% | $5,609+81.3% |
| Admin fee / account holder | $39,594 | $10,916+262.7% | $9,284+326.5% | $10,827+265.7% |