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 7-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 | $251,317 | $92,703+171.1% | $82,719+203.8% | $134,475+86.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.07% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,379 | $3,274+33.8% | $3,009+45.5% | $4,740-7.6% |
| Participant deferral / active EE | $11,858 | $4,802+146.9% | $4,395+169.8% | $6,400+85.3% |
| Admin fee / account holder | $961 | $5,983-83.9% | $5,329-82.0% | $11,426-91.6% |