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 | $333,013 | $127,065+162.1% | $113,168+194.3% | $142,382+133.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.77% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,123 | $3,442+19.8% | $2,975+38.6% | $4,299-4.1% |
| Participant deferral / active EE | $14,500 | $5,716+153.7% | $5,107+183.9% | $6,507+122.8% |
| Admin fee / account holder | $365 | $15,736-97.7% | $12,068-97.0% | $12,624-97.1% |