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 | $272,164 | $106,584+155.4% | $101,326+168.6% | $142,382+91.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 13.70% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,579 | $3,956-34.8% | $3,665-29.6% | $4,299-40.0% |
| Participant deferral / active EE | $8,098 | $8,297-2.4% | $7,994+1.3% | $6,507+24.5% |
| Admin fee / account holder | $608 | $11,446-94.7% | $11,185-94.6% | $12,624-95.2% |