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 | $357,831 | $84,695+322.5% | $73,843+384.6% | $125,391+185.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.14% | 3123.53%-3122.4pp | 2267.84%-2266.7pp | 282.22%-281.1pp |
| Employer contribution / active EE | $5,264 | $3,123+68.5% | $2,787+88.8% | $4,866+8.2% |
| Participant deferral / active EE | $3,403 | $3,992-14.8% | $3,583-5.0% | $5,352-36.4% |
| Admin fee / account holder | $20,252 | $5,691+255.8% | $4,880+315.0% | $9,540+112.3% |