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 | $254,562 | $110,257+130.9% | $96,544+163.7% | $139,434+82.6% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 15.39% | 26.32%-10.9pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,828 | $3,620+5.7% | $2,965+29.1% | $4,751-19.4% |
| Participant deferral / active EE | $4,150 | $5,548-25.2% | $4,851-14.4% | $6,710-38.1% |
| Admin fee / account holder | $55,061 | $11,591+375.0% | $8,252+567.2% | $11,403+382.9% |