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 | $383,278 | $201,272+90.4% | $184,203+108.1% | $145,922+162.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.12% | 29.00%+1.1pp | 28.81%+1.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $6,308 | $7,022-10.2% | $6,427-1.9% | $4,660+35.4% |
| Participant deferral / active EE | $16,901 | $9,806+72.4% | $9,131+85.1% | $6,688+152.7% |
| Admin fee / account holder | $3,357 | $16,364-79.5% | $13,901-75.9% | $13,397-74.9% |