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 | $300,150 | $78,422+282.7% | $95,952+212.8% | $79,858+275.9% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.1pp |
| Annual return | 15.34% | 19.37%-4.0pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,865 | $3,440+41.4% | $4,167+16.8% | $3,740+30.1% |
| Admin fee / account holder | $703 | $5,622-87.5% | $6,795-89.7% | $5,306-86.7% |