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 | $450,930 | $99,640+352.6% | $86,436+421.7% | $134,475+235.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.16% | 6782.58%-6802.7pp | 4394.89%-4415.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $7,833 | $4,400+78.0% | $3,769+107.9% | $4,740+65.3% |
| Participant deferral / active EE | $21,853 | $7,246+201.6% | $6,952+214.4% | $6,400+241.5% |
| Admin fee / account holder | $23,902 | $8,371+185.5% | $6,731+255.1% | $11,426+109.2% |