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 | $275,123 | $117,983+133.2% | $101,794+170.3% | $142,382+93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.68% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,019 | $2,773+8.9% | $2,289+31.9% | $4,299-29.8% |
| Participant deferral / active EE | $9,592 | $4,714+103.5% | $4,084+134.9% | $6,507+47.4% |
| Admin fee / account holder | $3,663 | $10,433-64.9% | $8,777-58.3% | $12,624-71.0% |