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 | $609,615 | $150,440+305.2% | $136,294+347.3% | $147,584+313.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.31% | 1049.08%-1040.8pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,000 | $5,256-42.9% | $4,695-36.1% | $4,876-38.5% |
| Participant deferral / active EE | $8,350 | $6,630+25.9% | $6,247+33.7% | $5,439+53.5% |
| Admin fee / account holder | $431 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |