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 | $308,921 | $72,071+328.6% | $68,368+351.9% | $137,256+125.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.77% | 353.14%-347.4pp | 292.57%-286.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $849 | $2,788-69.5% | $2,649-67.9% | $4,156-79.6% |
| Participant deferral / active EE | $1,853 | $4,410-58.0% | $4,123-55.1% | $6,407-71.1% |
| Admin fee / account holder | $1,712 | $5,336-67.9% | $5,150-66.8% | $12,270-86.0% |