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 | $356,613 | $115,882+207.7% | $100,516+254.8% | $158,922+124.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.12% | 34.79%-23.7pp | 30.89%-19.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $17,363 | $4,103+323.2% | $3,418+408.1% | $4,761+264.7% |
| Participant deferral / active EE | $13,588 | $6,674+103.6% | $6,270+116.7% | $5,982+127.1% |
| Admin fee / account holder | $2,054 | $10,995-81.3% | $8,081-74.6% | $11,246-81.7% |