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 | $257,588 | $112,729+128.5% | $98,716+160.9% | $137,256+87.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 15.56% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,170 | $2,725-20.4% | $2,279-4.8% | $4,156-47.8% |
| Participant deferral / active EE | $12,820 | $4,640+176.3% | $4,048+216.7% | $6,407+100.1% |
| Admin fee / account holder | $440 | $10,129-95.7% | $8,703-94.9% | $12,270-96.4% |