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 | $308,227 | $118,450+160.2% | $98,439+213.1% | $139,434+121.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 16.82% | 18.94%-2.1pp | 21.16%-4.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,212 | $3,609-38.7% | $3,048-27.4% | $4,751-53.4% |
| Participant deferral / active EE | $7,871 | $5,392+46.0% | $4,738+66.1% | $6,710+17.3% |
| Admin fee / account holder | $1,070 | $14,026-92.4% | $8,948-88.0% | $11,403-90.6% |