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 | $271,812 | $165,335+64.4% | $149,696+81.6% | $158,922+71.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.34% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,105 | $5,103-19.5% | $4,644-11.6% | $4,761-13.8% |
| Participant deferral / active EE | $8,547 | $7,181+19.0% | $6,842+24.9% | $5,982+42.9% |
| Admin fee / account holder | $677 | $10,807-93.7% | $9,309-92.7% | $11,246-94.0% |