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 | $650,516 | $209,411+210.6% | $178,490+264.5% | $158,922+309.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.93% | 188.75%-190.7pp | 151.07%-153.0pp | 302.83%-304.8pp |
| Employer contribution / active EE | $3,907 | $5,706-31.5% | $5,011-22.0% | $4,761-17.9% |
| Participant deferral / active EE | $9,491 | $5,954+59.4% | $5,202+82.5% | $5,982+58.7% |
| Admin fee / account holder | $53,956 | $17,074+216.0% | $13,984+285.8% | $11,246+379.8% |