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 | $338,171 | $127,386+165.5% | $115,037+194.0% | $125,391+169.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.19% | 31.28%-38.5pp | 26.14%-33.3pp | 282.22%-289.4pp |
| Employer contribution / active EE | $2,723 | $5,166-47.3% | $4,608-40.9% | $4,866-44.0% |
| Participant deferral / active EE | $6,112 | $6,423-4.8% | $6,026+1.4% | $5,352+14.2% |
| Admin fee / account holder | $13,279 | $9,516+39.5% | $8,175+62.4% | $9,540+39.2% |