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 | $316,400 | $228,332+38.6% | $185,823+70.3% | $158,922+99.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.72% | 40.80%-31.1pp | 35.95%-26.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,331 | $4,967-12.8% | $4,087+6.0% | $4,761-9.0% |
| Participant deferral / active EE | $11,461 | $6,415+78.7% | $5,632+103.5% | $5,982+91.6% |
| Admin fee / account holder | $703 | $11,864-94.1% | $9,500-92.6% | $11,246-93.7% |