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 | $322,848 | $181,894+77.5% | $156,549+106.2% | $273,961+17.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 2.97% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $7,198 | $6,248+15.2% | $5,501+30.8% | $4,869+47.8% |
| Participant deferral / active EE | $5,112 | $5,550-7.9% | $4,871+4.9% | $5,287-3.3% |
| Admin fee / account holder | $1,350 | $15,559-91.3% | $13,027-89.6% | $10,132-86.7% |