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 | $272,480 | $96,557+182.2% | $80,975+236.5% | $273,961-0.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.81% | 15.14%-8.3pp | 17.10%-10.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,284 | $4,868-53.1% | $3,714-38.5% | $4,869-53.1% |
| Participant deferral / active EE | $9,919 | $6,598+50.3% | $5,696+74.1% | $5,287+87.6% |
| Admin fee / account holder | $14,490 | $7,492+93.4% | $5,516+162.7% | $10,132+43.0% |