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 | $355,642 | $107,791+229.9% | $90,645+292.3% | $135,375+162.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.01% | -0.90%+2.9pp | 1.88%+0.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $1,799 | $3,018-40.4% | $2,532-28.9% | $4,779-62.4% |
| Participant deferral / active EE | $8,126 | $3,872+109.8% | $3,425+137.3% | $5,609+44.9% |
| Admin fee / account holder | $1,748 | $5,930-70.5% | $4,994-65.0% | $10,827-83.9% |