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 | $355,683 | $180,449+97.1% | $154,107+130.8% | $135,375+162.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $5,631 | $6,035-6.7% | $5,298+6.3% | $4,779+17.8% |
| Participant deferral / active EE | $11,006 | $5,806+89.6% | $5,081+116.6% | $5,609+96.2% |
| Admin fee / account holder | $2,005 | $16,143-87.6% | $13,411-85.1% | $10,827-81.5% |