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 | $493,576 | $177,572+178.0% | $154,803+218.8% | $142,382+246.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.05% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,440 | $4,810-28.5% | $4,305-20.1% | $4,299-20.0% |
| Participant deferral / active EE | $24,250 | $6,272+286.7% | $5,540+337.7% | $6,507+272.7% |
| Admin fee / account holder | $12,128 | $16,786-27.7% | $14,329-15.4% | $12,624-3.9% |