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 | $272,700 | $162,781+67.5% | $133,956+103.6% | $158,922+71.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.56% | 41.94%-24.4pp | 45.09%-27.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $5,465 | $4,975+9.8% | $3,919+39.5% | $4,761+14.8% |
| Participant deferral / active EE | $13,654 | $5,911+131.0% | $5,048+170.5% | $5,982+128.2% |
| Admin fee / account holder | $913 | $11,736-92.2% | $8,927-89.8% | $11,246-91.9% |