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 | $264,246 | $99,341+166.0% | $84,750+211.8% | $273,961-3.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.42% | 22.93%-9.5pp | 22.78%-9.4pp | 41.45%-28.0pp |
| Employer contribution / active EE | $10,999 | $4,214+161.0% | $3,574+207.7% | $4,869+125.9% |
| Participant deferral / active EE | $9,000 | $4,269+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $573 | $6,644-91.4% | $5,332-89.2% | $10,132-94.3% |