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 | $327,326 | $214,378+52.7% | $200,582+63.2% | $142,382+129.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 19.83% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,908 | $6,841-57.5% | $6,419-54.7% | $4,299-32.4% |
| Participant deferral / active EE | $9,241 | $9,865-6.3% | $9,331-1.0% | $6,507+42.0% |
| Admin fee / account holder | $2,092 | $17,692-88.2% | $16,305-87.2% | $12,624-83.4% |