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 | $454,668 | $159,602+184.9% | $150,045+203.0% | $142,382+219.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.02% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $18,825 | $4,961+279.5% | $4,693+301.1% | $4,299+337.9% |
| Participant deferral / active EE | $15,191 | $8,310+82.8% | $7,997+90.0% | $6,507+133.4% |
| Admin fee / account holder | $1,853 | $14,846-87.5% | $13,435-86.2% | $12,624-85.3% |