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 | $301,809 | $106,584+183.2% | $101,326+197.9% | $142,382+112.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.47% | 36.93%-17.5pp | 36.82%-17.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,314 | $3,956+9.0% | $3,665+17.7% | $4,299+0.3% |
| Participant deferral / active EE | $9,950 | $8,297+19.9% | $7,994+24.5% | $6,507+52.9% |
| Admin fee / account holder | $31,835 | $11,446+178.1% | $11,185+184.6% | $12,624+152.2% |