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 | $260,745 | $142,344+83.2% | $119,609+118.0% | $134,475+93.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.55% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,568 | $5,222-50.8% | $4,232-39.3% | $4,740-45.8% |
| Participant deferral / active EE | $8,302 | $6,469+28.3% | $5,602+48.2% | $6,400+29.7% |
| Admin fee / account holder | $2,876 | $13,584-78.8% | $10,323-72.1% | $11,426-74.8% |