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 | $262,093 | $112,096+133.8% | $95,952+173.2% | $158,922+64.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.54% | 171.09%-166.6pp | 91.61%-87.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $3,333 | $3,198+4.2% | $2,541+31.2% | $4,761-30.0% |
| Participant deferral / active EE | $10,497 | $4,784+119.4% | $4,167+151.9% | $5,982+75.5% |
| Admin fee / account holder | $8,178 | $10,130-19.3% | $6,795+20.3% | $11,246-27.3% |