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 | $270,679 | $97,757+176.9% | $83,848+222.8% | $135,375+99.9% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -3.75% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $9,659 | $4,222+128.8% | $3,631+166.0% | $4,779+102.1% |
| Participant deferral / active EE | $3,675 | $4,682-21.5% | $4,082-10.0% | $5,609-34.5% |
| Admin fee / account holder | $81,424 | $6,674+1120.0% | $5,478+1386.3% | $10,827+652.0% |