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 | $293,699 | $97,044+202.6% | $83,333+252.4% | $135,375+117.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.88% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $9,429 | $4,143+127.6% | $3,379+179.1% | $4,779+97.3% |
| Participant deferral / active EE | $7,247 | $5,964+21.5% | $5,565+30.2% | $5,609+29.2% |
| Admin fee / account holder | $61,551 | $8,380+634.5% | $7,510+719.5% | $10,827+468.5% |