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 | $269,399 | $99,341+171.2% | $84,750+217.9% | $273,961-1.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.31% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.1pp |
| Employer contribution / active EE | $13,161 | $4,214+212.3% | $3,574+268.2% | $4,869+170.3% |
| Participant deferral / active EE | $10,101 | $4,269+136.6% | $3,712+172.2% | $5,287+91.1% |
| Admin fee / account holder | $7,404 | $6,644+11.4% | $5,332+38.9% | $10,132-26.9% |