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 | $1,021,781 | $95,971+964.7% | $74,550+1270.6% | $135,375+654.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.17% | 56.96%-66.1pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $13,576 | $2,716+399.8% | $1,961+592.3% | $4,779+184.1% |
| Participant deferral / active EE | $22,459 | $3,843+484.3% | $3,108+622.6% | $5,609+300.4% |
| Admin fee / account holder | $1,773 | $6,522-72.8% | $5,060-65.0% | $10,827-83.6% |