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 | $346,025 | $93,071+271.8% | $74,583+363.9% | $273,961+26.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 65.97% | 26.18%+39.8pp | 20.47%+45.5pp | 41.45%+24.5pp |
| Employer contribution / active EE | $3,299 | $3,160+4.4% | $2,525+30.6% | $4,869-32.3% |
| Participant deferral / active EE | $8,430 | $4,160+102.6% | $3,458+143.8% | $5,287+59.4% |
| Admin fee / account holder | $1,133 | $5,272-78.5% | $4,138-72.6% | $10,132-88.8% |