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 | $262,084 | $89,753+192.0% | $107,525+143.7% | $84,808+209.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 14.80% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,609 | $3,113-16.2% | $3,754-30.5% | $2,631-0.8% |
| Participant deferral / active EE | $10,142 | $4,056+150.0% | $5,116+98.3% | $4,212+140.8% |
| Admin fee / account holder | $25,231 | $7,222+249.4% | $8,919+182.9% | $7,344+243.6% |