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 | $269,298 | $167,484+60.8% | $151,611+77.6% | $134,475+100.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.39% | 7.80%-4.4pp | 3.33%+0.1pp | 417.96%-414.6pp |
| Employer contribution / active EE | $8,076 | $6,829+18.3% | $6,166+31.0% | $4,740+70.4% |
| Participant deferral / active EE | $9,697 | $8,986+7.9% | $8,363+15.9% | $6,400+51.5% |
| Admin fee / account holder | $1,686 | $13,783-87.8% | $11,616-85.5% | $11,426-85.2% |