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 | $257,010 | $228,332+12.6% | $185,823+38.3% | $158,922+61.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.46% | 40.80%-23.3pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $17,081 | $4,967+243.9% | $4,087+317.9% | $4,761+258.8% |
| Participant deferral / active EE | $17,333 | $6,415+170.2% | $5,632+207.8% | $5,982+189.8% |
| Admin fee / account holder | $1,883 | $11,864-84.1% | $9,500-80.2% | $11,246-83.3% |