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 | $299,684 | $75,828+295.2% | $147,614+103.0% | $59,632+402.6% |
| Participation rate | 95.6% | 71.6%+24.0pp | 84.6%+10.9pp | 68.7%+26.9pp |
| Annual return | -6.72% | 0.37%-7.1pp | 61.98%-68.7pp | 2041.28%-2048.0pp |
| Employer contribution / active EE | $19,305 | $3,485+454.0% | $5,564+246.9% | $2,203+776.5% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $739 | $5,985-87.7% | $11,611-93.6% | $4,297-82.8% |