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 | $341,000 | $238,490+43.0% | $180,183+89.3% | $142,382+139.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.00% | 33.56%-14.6pp | 27.86%-8.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,930 | $6,143-19.7% | $5,039-2.2% | $4,299+14.7% |
| Participant deferral / active EE | $21,203 | $7,996+165.2% | $6,822+210.8% | $6,507+225.8% |
| Admin fee / account holder | $11,827 | $28,866-59.0% | $19,975-40.8% | $12,624-6.3% |