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 | $290,997 | $92,798+213.6% | $96,707+200.9% | $137,256+112.0% |
| Participation rate | 94.7% | 81.6%+13.1pp | 80.4%+14.4pp | 80.0%+14.8pp |
| Annual return | 14.81% | 31.24%-16.4pp | 34.78%-20.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,049 | $4,147-26.5% | $4,191-27.2% | $4,156-26.6% |
| Participant deferral / active EE | $9,459 | $5,877+61.0% | $5,997+57.7% | $6,407+47.6% |
| Admin fee / account holder | $5,037 | $7,946-36.6% | $7,503-32.9% | $12,270-58.9% |