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 | $275,791 | $54,350+407.4% | $82,719+233.4% | $68,494+302.6% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -18.45% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,545 | $2,218+104.9% | $3,009+51.1% | $2,596+75.1% |
| Participant deferral / active EE | $11,728 | $3,246+261.3% | $4,395+166.9% | $4,027+191.2% |
| Admin fee / account holder | $4,835 | $4,395+10.0% | $5,329-9.3% | $5,403-10.5% |