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 7-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 | $310,687 | $214,378+44.9% | $200,582+54.9% | $142,382+118.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.28% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,938 | $6,841-42.4% | $6,419-38.6% | $4,299-8.4% |
| Participant deferral / active EE | $15,692 | $9,865+59.1% | $9,331+68.2% | $6,507+141.1% |
| Admin fee / account holder | $1,592 | $17,692-91.0% | $16,305-90.2% | $12,624-87.4% |