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 | $607,663 | $175,202+246.8% | $149,673+306.0% | $139,434+335.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.90% | 166.71%-159.8pp | 134.42%-127.5pp | 372.94%-366.0pp |
| Employer contribution / active EE | $13,185 | $5,474+140.9% | $4,818+173.7% | $4,751+177.5% |
| Participant deferral / active EE | $15,571 | $6,519+138.9% | $5,680+174.1% | $6,710+132.1% |
| Admin fee / account holder | $220,885 | $16,150+1267.7% | $13,210+1572.1% | $11,403+1837.2% |