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 | $502,434 | $74,888+570.9% | $71,209+605.6% | $142,382+252.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.98% | 345.14%-332.2pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,890 | $2,854+246.5% | $2,721+263.5% | $4,299+130.1% |
| Participant deferral / active EE | $8,263 | $4,454+85.5% | $4,175+97.9% | $6,507+27.0% |
| Admin fee / account holder | $481 | $5,568-91.4% | $5,349-91.0% | $12,624-96.2% |