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 | $294,214 | $159,602+84.3% | $150,045+96.1% | $142,382+106.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.61% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $19,827 | $4,961+299.7% | $4,693+322.5% | $4,299+361.2% |
| Participant deferral / active EE | $8,100 | $8,310-2.5% | $7,997+1.3% | $6,507+24.5% |
| Admin fee / account holder | $4,953 | $14,846-66.6% | $13,435-63.1% | $12,624-60.8% |