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 | $319,116 | $133,958+138.2% | $112,228+184.3% | $134,475+137.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -4.45% | 47.11%-51.6pp | 27.45%-31.9pp | 417.96%-422.4pp |
| Employer contribution / active EE | $25,750 | $4,038+537.7% | $3,635+608.5% | $4,740+443.3% |
| Participant deferral / active EE | $7,350 | $5,291+38.9% | $4,728+55.4% | $6,400+14.8% |
| Admin fee / account holder | $38,008 | $7,489+407.5% | $6,410+492.9% | $11,426+232.6% |