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 | $406,506 | $92,703+338.5% | $82,719+391.4% | $134,475+202.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.52% | 944.92%-957.4pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $5,989 | $3,274+82.9% | $3,009+99.0% | $4,740+26.3% |
| Participant deferral / active EE | $9,134 | $4,802+90.2% | $4,395+107.8% | $6,400+42.7% |
| Admin fee / account holder | $4,566 | $5,983-23.7% | $5,329-14.3% | $11,426-60.0% |