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 | $1,520,248 | $148,534+923.5% | $135,903+1018.6% | $139,434+990.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.48% | 79.19%-69.7pp | 68.23%-58.7pp | 372.94%-363.5pp |
| Employer contribution / active EE | $13,042 | $5,243+148.7% | $4,856+168.6% | $4,751+174.5% |
| Participant deferral / active EE | $19,733 | $8,100+143.6% | $7,758+154.4% | $6,710+194.1% |
| Admin fee / account holder | $298,353 | $12,400+2306.1% | $10,762+2672.3% | $11,403+2516.6% |