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 | $278,498 | $152,587+82.5% | $125,175+122.5% | $152,861+82.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.92% | 54.84%-45.9pp | 43.79%-34.9pp | 345.32%-336.4pp |
| Employer contribution / active EE | $1,795 | $4,946-63.7% | $3,865-53.6% | $4,762-62.3% |
| Participant deferral / active EE | $12,360 | $5,868+110.6% | $4,937+150.4% | $5,850+111.3% |
| Admin fee / account holder | $2,825 | $13,434-79.0% | $9,702-70.9% | $11,596-75.6% |