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 | $278,686 | $133,958+108.0% | $112,228+148.3% | $134,475+107.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.39% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $12,000 | $4,038+197.2% | $3,635+230.2% | $4,740+153.2% |
| Participant deferral / active EE | $8,566 | $5,291+61.9% | $4,728+81.2% | $6,400+33.8% |
| Admin fee / account holder | $4,288 | $7,489-42.7% | $6,410-33.1% | $11,426-62.5% |