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 | $279,207 | $112,729+147.7% | $98,716+182.8% | $137,256+103.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 15.52% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,774 | $2,725+75.2% | $2,279+109.5% | $4,156+14.9% |
| Participant deferral / active EE | $7,085 | $4,640+52.7% | $4,048+75.0% | $6,407+10.6% |
| Admin fee / account holder | $7,615 | $10,129-24.8% | $8,703-12.5% | $12,270-37.9% |