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 | $327,300 | $228,332+43.3% | $185,823+76.1% | $158,922+105.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.13% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $6,755 | $4,967+36.0% | $4,087+65.3% | $4,761+41.9% |
| Participant deferral / active EE | $3,714 | $6,415-42.1% | $5,632-34.0% | $5,982-37.9% |
| Admin fee / account holder | $3,710 | $11,864-68.7% | $9,500-60.9% | $11,246-67.0% |