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 | $397,938 | $98,240+305.1% | $82,313+383.4% | $147,584+169.6% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 20.26% | 30.85%-10.6pp | 25.88%-5.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,119 | $3,192-2.3% | $2,428+28.4% | $4,876-36.0% |
| Participant deferral / active EE | $7,579 | $4,383+72.9% | $3,706+104.5% | $5,439+39.4% |
| Admin fee / account holder | $5,299 | $8,563-38.1% | $5,608-5.5% | $10,885-51.3% |