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 | $352,381 | $117,841+199.0% | $102,423+244.0% | $145,922+141.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.74% | 31.65%-10.9pp | 29.32%-8.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,567 | $3,615-56.7% | $3,023-48.2% | $4,660-66.4% |
| Participant deferral / active EE | $6,267 | $5,731+9.4% | $5,053+24.0% | $6,688-6.3% |
| Admin fee / account holder | $4,440 | $13,326-66.7% | $9,451-53.0% | $13,397-66.9% |