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 | $256,193 | $112,096+128.5% | $95,952+167.0% | $158,922+61.2% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 20.08% | 171.09%-151.0pp | 91.61%-71.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,232 | $3,198-30.2% | $2,541-12.2% | $4,761-53.1% |
| Participant deferral / active EE | $4,914 | $4,784+2.7% | $4,167+17.9% | $5,982-17.9% |
| Admin fee / account holder | $1,401 | $10,130-86.2% | $6,795-79.4% | $11,246-87.5% |