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 | $348,978 | $82,286+324.1% | $68,791+407.3% | $134,475+159.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.10% | -2.19%-11.9pp | -6.38%-7.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,174 | $3,301-34.1% | $2,655-18.1% | $4,740-54.1% |
| Participant deferral / active EE | $1,200 | $4,739-74.7% | $3,941-69.6% | $6,400-81.2% |
| Admin fee / account holder | $17,875 | $6,481+175.8% | $4,932+262.4% | $11,426+56.4% |