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 | $269,968 | $105,859+155.0% | $90,160+199.4% | $147,584+82.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.92% | 37.63%-24.7pp | 34.88%-22.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,026 | $4,126-26.7% | $3,318-8.8% | $4,876-37.9% |
| Participant deferral / active EE | $4,837 | $5,733-15.6% | $5,288-8.5% | $5,439-11.1% |
| Admin fee / account holder | $5,306 | $8,046-34.1% | $5,943-10.7% | $10,885-51.3% |