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 | $428,153 | $105,860+304.5% | $90,749+371.8% | $134,475+218.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.39% | -11.01%-8.4pp | -12.16%-7.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,205 | $3,462+79.2% | $2,921+112.4% | $4,740+30.9% |
| Participant deferral / active EE | $8,642 | $5,216+65.7% | $4,564+89.4% | $6,400+35.0% |
| Admin fee / account holder | $3,843 | $13,938-72.4% | $8,445-54.5% | $11,426-66.4% |