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 | $312,183 | $74,888+316.9% | $71,209+338.4% | $142,382+119.3% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 10.94% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,058 | $2,854+7.1% | $2,721+12.4% | $4,299-28.9% |
| Participant deferral / active EE | $12,790 | $4,454+187.1% | $4,175+206.3% | $6,507+96.5% |
| Admin fee / account holder | $3,242 | $5,568-41.8% | $5,349-39.4% | $12,624-74.3% |