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 | $309,054 | $201,259+53.6% | $184,200+67.8% | $145,959+111.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 28.98%-15.4pp | 28.80%-15.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,852 | $7,018-16.6% | $6,424-8.9% | $4,661+25.6% |
| Participant deferral / active EE | $11,240 | $9,806+14.6% | $9,132+23.1% | $6,689+68.0% |
| Admin fee / account holder | $5,171 | $16,372-68.4% | $13,907-62.8% | $13,398-61.4% |