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 | $250,843 | $88,707+182.8% | $74,183+238.1% | $273,961-8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.77% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,286 | $3,159-27.6% | $2,370-3.5% | $4,869-53.0% |
| Participant deferral / active EE | $9,943 | $4,212+136.1% | $3,550+180.1% | $5,287+88.1% |
| Admin fee / account holder | $5,247 | $8,717-39.8% | $5,586-6.1% | $10,132-48.2% |