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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $322,126 | $115,770+178.2% | $101,248+218.2% | $158,922+102.7% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 7.24% | 56.14%-48.9pp | 46.47%-39.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $10,408 | $4,175+149.3% | $3,660+184.4% | $4,761+118.6% |
| Participant deferral / active EE | $7,811 | $4,957+57.6% | $4,370+78.7% | $5,982+30.6% |
| Admin fee / account holder | $32,833 | $7,245+353.2% | $5,945+452.2% | $11,246+192.0% |