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 | $338,615 | $110,257+207.1% | $96,544+250.7% | $139,434+142.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.47% | 26.32%-10.8pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,524 | $3,620+25.0% | $2,965+52.6% | $4,751-4.8% |
| Participant deferral / active EE | $13,519 | $5,548+143.7% | $4,851+178.7% | $6,710+101.5% |
| Admin fee / account holder | $11,287 | $11,591-2.6% | $8,252+36.8% | $11,403-1.0% |