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 | $331,308 | $181,894+82.1% | $156,549+111.6% | $273,961+20.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.44% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $30,735 | $6,248+391.9% | $5,501+458.7% | $4,869+531.3% |
| Participant deferral / active EE | $6,674 | $5,550+20.2% | $4,871+37.0% | $5,287+26.2% |
| Admin fee / account holder | $16,056 | $15,559+3.2% | $13,027+23.2% | $10,132+58.5% |