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 | $260,652 | $138,065+88.8% | $123,544+111.0% | $135,375+92.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -0.69% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.4pp |
| Employer contribution / active EE | $7,225 | $5,151+40.3% | $4,628+56.1% | $4,779+51.2% |
| Participant deferral / active EE | $2,707 | $6,799-60.2% | $6,426-57.9% | $5,609-51.7% |
| Admin fee / account holder | $1,516 | $10,916-86.1% | $9,284-83.7% | $10,827-86.0% |