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 | $328,026 | $127,777+156.7% | $106,548+207.9% | $167,490+95.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 18.72% | 33.87%-15.1pp | 26.80%-8.1pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,443 | $3,427-28.7% | $2,819-13.3% | $4,837-49.5% |
| Participant deferral / active EE | $6,893 | $5,087+35.5% | $4,398+56.7% | $6,341+8.7% |
| Admin fee / account holder | $713 | $11,228-93.7% | $7,407-90.4% | $12,309-94.2% |