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 | $739,140 | $148,534+397.6% | $135,903+443.9% | $139,434+430.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.86% | 79.19%-68.3pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $4,610 | $5,243-12.1% | $4,856-5.1% | $4,751-3.0% |
| Participant deferral / active EE | $15,633 | $8,100+93.0% | $7,758+101.5% | $6,710+133.0% |
| Admin fee / account holder | $44,675 | $12,400+260.3% | $10,762+315.1% | $11,403+291.8% |