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 | $366,500 | $138,044+165.5% | $125,339+192.4% | $134,475+172.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.00% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,648 | $5,243-49.5% | $4,814-45.0% | $4,740-44.1% |
| Participant deferral / active EE | $7,845 | $7,799+0.6% | $7,446+5.4% | $6,400+22.6% |
| Admin fee / account holder | $3,785 | $11,571-67.3% | $10,010-62.2% | $11,426-66.9% |