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 | $469,418 | $176,812+165.5% | $146,665+220.1% | $167,490+180.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.61% | 24.03%+2.6pp | 22.74%+3.9pp | 478.56%-451.9pp |
| Employer contribution / active EE | $5,369 | $5,160+4.0% | $4,136+29.8% | $4,837+11.0% |
| Participant deferral / active EE | $13,035 | $6,440+102.4% | $5,506+136.8% | $6,341+105.6% |
| Admin fee / account holder | $9,387 | $13,259-29.2% | $10,280-8.7% | $12,309-23.7% |