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 | $1,266,077 | $90,600+1297.4% | $79,464+1493.3% | $135,375+835.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.13% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $8,333 | $3,068+171.6% | $2,800+197.6% | $4,779+74.4% |
| Participant deferral / active EE | $867 | $4,050-78.6% | $3,704-76.6% | $5,609-84.5% |
| Admin fee / account holder | $61,569 | $5,907+942.3% | $5,113+1104.2% | $10,827+468.7% |