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 8-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 | $267,303 | $92,703+188.3% | $82,719+223.1% | $134,475+98.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.97% | 944.92%-956.9pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $19,254 | $3,274+488.1% | $3,009+539.9% | $4,740+306.2% |
| Participant deferral / active EE | $17,945 | $4,802+273.7% | $4,395+308.3% | $6,400+180.4% |
| Admin fee / account holder | $1,911 | $5,983-68.1% | $5,329-64.1% | $11,426-83.3% |