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 | $312,886 | $123,793+152.7% | $177,821+76.0% | $79,858+291.8% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 11.59% | 22.82%-11.2pp | 48.32%-36.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $10,994 | $4,095+168.5% | $5,918+85.8% | $2,471+345.0% |
| Participant deferral / active EE | $14,306 | $5,956+140.2% | $7,714+85.5% | $3,740+282.5% |
| Admin fee / account holder | $95,261 | $7,243+1215.3% | $12,427+666.5% | $5,306+1695.3% |