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 | $260,022 | $369,484-29.6% | $303,047-14.2% | $357,791-27.3% |
| Participation rate | 80.0% | 90.0%-10.0pp | 87.1%-7.1pp | 85.6%-5.6pp |
| Annual return | 16.57% | 0.42%+16.2pp | 2.47%+14.1pp | 396.79%-380.2pp |
| Employer contribution / active EE | $20,234 | $9,025+124.2% | $7,418+172.8% | $7,508+169.5% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4,311 | $49,137-91.2% | $39,333-89.0% | $28,387-84.8% |