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 | $478,963 | $176,377+171.6% | $134,143+257.1% | $158,922+201.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.86% | 63.63%-55.8pp | 36.33%-28.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,489 | $5,040-70.5% | $3,704-59.8% | $4,761-68.7% |
| Participant deferral / active EE | $8,204 | $4,091+100.5% | $3,499+134.5% | $5,982+37.1% |
| Admin fee / account holder | $1,211 | $8,718-86.1% | $6,684-81.9% | $11,246-89.2% |