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 | $325,983 | $96,635+237.3% | $86,612+276.4% | $139,434+133.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.98% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $8,346 | $3,263+155.8% | $3,022+176.1% | $4,751+75.7% |
| Participant deferral / active EE | $8,579 | $4,836+77.4% | $4,438+93.3% | $6,710+27.8% |
| Admin fee / account holder | $1,597 | $6,408-75.1% | $5,614-71.6% | $11,403-86.0% |