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 | $359,562 | $135,952+164.5% | $123,892+190.2% | $273,961+31.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.75% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $5,807 | $5,170+12.3% | $4,617+25.8% | $4,869+19.3% |
| Participant deferral / active EE | $9,855 | $6,343+55.4% | $5,984+64.7% | $5,287+86.4% |
| Admin fee / account holder | $699 | $9,817-92.9% | $8,357-91.6% | $10,132-93.1% |