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 | $318,781 | $190,805+67.1% | $159,960+99.3% | $134,475+137.1% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -4.81% | 552.23%-557.0pp | 408.60%-413.4pp | 417.96%-422.8pp |
| Employer contribution / active EE | $735 | $4,995-85.3% | $4,226-82.6% | $4,740-84.5% |
| Participant deferral / active EE | $4,906 | $6,923-29.1% | $6,182-20.7% | $6,400-23.3% |
| Admin fee / account holder | $813 | $10,471-92.2% | $8,698-90.6% | $11,426-92.9% |