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 | $413,009 | $87,540+371.8% | $75,781+445.0% | $125,391+229.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.05% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,134 | $3,930+56.1% | $3,323+84.6% | $4,866+26.1% |
| Participant deferral / active EE | $4,833 | $4,229+14.3% | $3,651+32.4% | $5,352-9.7% |
| Admin fee / account holder | $63,159 | $6,502+871.4% | $5,299+1091.9% | $9,540+562.0% |