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 | $253,937 | $117,841+115.5% | $102,423+147.9% | $145,922+74.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 11.80% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,769 | $3,615+4.3% | $3,023+24.7% | $4,660-19.1% |
| Participant deferral / active EE | $15,099 | $5,731+163.5% | $5,053+198.8% | $6,688+125.8% |
| Admin fee / account holder | $989 | $13,326-92.6% | $9,451-89.5% | $13,397-92.6% |