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 | $460,556 | $162,781+182.9% | $133,956+243.8% | $158,922+189.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.51% | 41.94%-30.4pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,432 | $4,975-31.0% | $3,919-12.4% | $4,761-27.9% |
| Participant deferral / active EE | $18,233 | $5,911+208.5% | $5,048+261.2% | $5,982+204.8% |
| Admin fee / account holder | $4,421 | $11,736-62.3% | $8,927-50.5% | $11,246-60.7% |