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 | $320,270 | $110,257+190.5% | $96,544+231.7% | $139,434+129.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 15.04% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,023 | $3,620+11.1% | $2,965+35.7% | $4,751-15.3% |
| Participant deferral / active EE | $7,199 | $5,548+29.8% | $4,851+48.4% | $6,710+7.3% |
| Admin fee / account holder | $3,315 | $11,591-71.4% | $8,252-59.8% | $11,403-70.9% |