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 | $269,449 | $131,829+104.4% | $108,579+148.2% | $273,961-1.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.11% | -91.57%+101.7pp | -51.70%+61.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $4,142 | $4,912-15.7% | $3,758+10.2% | $4,869-14.9% |
| Participant deferral / active EE | $8,773 | $5,127+71.1% | $4,311+103.5% | $5,287+65.9% |
| Admin fee / account holder | $2,696 | $10,252-73.7% | $7,645-64.7% | $10,132-73.4% |