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 | $278,221 | $90,519+207.4% | $93,789+196.6% | $134,475+106.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.05% | -15.72%-3.3pp | -11.33%-7.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,435 | $4,343-43.9% | $4,323-43.7% | $4,740-48.6% |
| Participant deferral / active EE | $8,366 | $5,978+39.9% | $6,094+37.3% | $6,400+30.7% |
| Admin fee / account holder | $1,476 | $9,252-84.0% | $7,195-79.5% | $11,426-87.1% |