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 | $521,318 | $153,772+239.0% | $133,980+289.1% | $273,961+90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.44% | 36.51%-25.1pp | 29.30%-17.9pp | 41.45%-30.0pp |
| Employer contribution / active EE | $13,717 | $6,029+127.5% | $5,211+163.2% | $4,869+181.7% |
| Participant deferral / active EE | $14,334 | $6,958+106.0% | $6,282+128.2% | $5,287+171.1% |
| Admin fee / account holder | $1,523 | $11,765-87.1% | $9,324-83.7% | $10,132-85.0% |