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 | $376,544 | $93,071+304.6% | $74,583+404.9% | $273,961+37.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.90% | 26.18%-17.3pp | 20.47%-11.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,546 | $3,160-51.1% | $2,525-38.8% | $4,869-68.2% |
| Participant deferral / active EE | $18,000 | $4,160+332.7% | $3,458+420.5% | $5,287+240.5% |
| Admin fee / account holder | $947 | $5,272-82.0% | $4,138-77.1% | $10,132-90.7% |