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 | $253,010 | $162,781+55.4% | $133,956+88.9% | $158,922+59.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.16% | 41.94%-23.8pp | 45.09%-26.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $4,148 | $4,975-16.6% | $3,919+5.9% | $4,761-12.9% |
| Participant deferral / active EE | $8,266 | $5,911+39.8% | $5,048+63.8% | $5,982+38.2% |
| Admin fee / account holder | $56,606 | $11,736+382.3% | $8,927+534.1% | $11,246+403.4% |