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 | $301,395 | $167,307+80.1% | $143,757+109.7% | $134,475+124.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.59% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,345 | $5,619-40.5% | $4,951-32.4% | $4,740-29.4% |
| Participant deferral / active EE | $14,329 | $6,446+122.3% | $5,637+154.2% | $6,400+123.9% |
| Admin fee / account holder | $5,051 | $18,088-72.1% | $14,673-65.6% | $11,426-55.8% |