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 | $2,258,585 | $74,888+2915.9% | $71,209+3071.8% | $142,382+1486.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.06% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $10,944 | $2,854+283.4% | $2,721+302.2% | $4,299+154.6% |
| Participant deferral / active EE | $30,500 | $4,454+584.7% | $4,175+630.5% | $6,507+368.7% |
| Admin fee / account holder | $107,531 | $5,568+1831.1% | $5,349+1910.4% | $12,624+751.8% |