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 | $303,572 | $135,635+123.8% | $110,238+175.4% | $135,375+124.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.03% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $10,799 | $4,906+120.1% | $3,826+182.2% | $4,779+126.0% |
| Participant deferral / active EE | $8,435 | $5,506+53.2% | $4,672+80.6% | $5,609+50.4% |
| Admin fee / account holder | $63,153 | $11,457+451.2% | $8,547+638.9% | $10,827+483.3% |