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 | $331,291 | $115,882+185.9% | $100,516+229.6% | $158,922+108.5% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 12.61% | 34.79%-22.2pp | 30.89%-18.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,179 | $4,103-22.5% | $3,418-7.0% | $4,761-33.2% |
| Participant deferral / active EE | $11,127 | $6,674+66.7% | $6,270+77.5% | $5,982+86.0% |
| Admin fee / account holder | $40,746 | $10,995+270.6% | $8,081+404.2% | $11,246+262.3% |