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 | $290,833 | $175,600+65.6% | $129,110+125.3% | $134,475+116.3% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.3%+13.7pp | 81.2%+9.7pp |
| Annual return | -12.17% | -11.39%-0.8pp | -10.94%-1.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,713 | $6,355-41.6% | $5,052-26.5% | $4,740-21.7% |
| Participant deferral / active EE | $8,308 | $7,975+4.2% | $6,542+27.0% | $6,400+29.8% |
| Admin fee / account holder | $43,027 | $23,567+82.6% | $14,302+200.8% | $11,426+276.6% |