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 | $375,794 | $209,411+79.5% | $178,490+110.5% | $158,922+136.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.76% | 188.75%-194.5pp | 151.07%-156.8pp | 302.83%-308.6pp |
| Employer contribution / active EE | $15,908 | $5,706+178.8% | $5,011+217.5% | $4,761+234.1% |
| Participant deferral / active EE | $13,220 | $5,954+122.0% | $5,202+154.1% | $5,982+121.0% |
| Admin fee / account holder | $1,678 | $17,074-90.2% | $13,984-88.0% | $11,246-85.1% |