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 | $586,477 | $99,341+490.4% | $84,750+592.0% | $273,961+114.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.99% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $15,579 | $4,214+269.7% | $3,574+335.9% | $4,869+220.0% |
| Participant deferral / active EE | $13,949 | $4,269+226.7% | $3,712+275.8% | $5,287+163.8% |
| Admin fee / account holder | $46,727 | $6,644+603.3% | $5,332+776.3% | $10,132+361.2% |