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 | $448,332 | $117,983+280.0% | $101,794+340.4% | $142,382+214.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 13.15% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $17,599 | $2,773+534.7% | $2,289+668.9% | $4,299+309.4% |
| Participant deferral / active EE | $14,453 | $4,714+206.6% | $4,084+253.9% | $6,507+122.1% |
| Admin fee / account holder | $74,590 | $10,433+614.9% | $8,777+749.8% | $12,624+490.9% |