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 | $1,638,672 | $148,534+1003.2% | $135,903+1105.8% | $139,434+1075.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.18% | 79.19%-73.0pp | 68.23%-62.0pp | 372.94%-366.8pp |
| Employer contribution / active EE | $33,201 | $5,243+533.2% | $4,856+583.7% | $4,751+598.9% |
| Participant deferral / active EE | $32,000 | $8,100+295.1% | $7,758+312.5% | $6,710+376.9% |
| Admin fee / account holder | $402,631 | $12,400+3147.1% | $10,762+3641.2% | $11,403+3431.1% |