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 | $290,118 | $238,490+21.6% | $180,183+61.0% | $142,382+103.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.49% | 33.56%-16.1pp | 27.86%-10.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,711 | $6,143-55.9% | $5,039-46.2% | $4,299-36.9% |
| Participant deferral / active EE | $12,702 | $7,996+58.9% | $6,822+86.2% | $6,507+95.2% |
| Admin fee / account holder | $7,944 | $28,866-72.5% | $19,975-60.2% | $12,624-37.1% |